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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,045 | $52,467-67.5% | $57,196-70.2% | $55,167-69.1% |
| Participation rate | 39.5% | 75.8%-36.3pp | 75.3%-35.8pp | 69.0%-29.5pp |
| Annual return | 7.51% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,031 | $2,477-58.4% | $2,683-61.6% | $1,963-47.5% |
| Participant deferral / active EE | $1,641 | $2,830-42.0% | $3,096-47.0% | $3,054-46.3% |
| Admin fee / account holder | $24 | $269-91.1% | $3,141-99.2% | $504-95.3% |