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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,662 | $57,976-62.6% | $63,018-65.6% | $62,293-65.2% |
| Participation rate | 32.5% | 75.9%-43.4pp | 74.8%-42.3pp | 69.5%-37.0pp |
| Annual return | 22.57% | 17.54%+5.0pp | 87.62%-65.0pp | 28.90%-6.3pp |
| Employer contribution / active EE | $766 | $2,415-68.3% | $2,761-72.3% | $2,042-62.5% |
| Participant deferral / active EE | $1,384 | $2,956-53.2% | $3,330-58.4% | $3,169-56.3% |
| Admin fee / account holder | $24 | $276-91.2% | $3,601-99.3% | $479-94.9% |