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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,111 | $65,582-48.0% | $64,097-46.8% | $71,529-52.3% |
| Participation rate | 48.4% | 73.2%-24.8pp | 72.3%-23.9pp | 67.9%-19.5pp |
| Annual return | 19.60% | 18.96%+0.6pp | 33.75%-14.1pp | 28.97%-9.4pp |
| Employer contribution / active EE | $1,162 | $2,671-56.5% | $2,750-57.7% | $2,590-55.1% |
| Participant deferral / active EE | $2,892 | $3,628-20.3% | $3,881-25.5% | $4,291-32.6% |
| Admin fee / account holder | $22 | $616-96.5% | $3,070-99.3% | $1,588-98.6% |