Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,932 |
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 | $39,842 | $69,774-42.9% | $67,575-41.0% | $74,459-46.5% |
| Participation rate | 50.0% | 71.4%-21.4pp | 72.9%-22.9pp | 67.2%-17.2pp |
| Annual return | 14.16% | -40.53%+54.7pp | 3528.98%-3514.8pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,423 | $2,710-47.5% | $2,736-48.0% | $2,626-45.8% |
| Participant deferral / active EE | $3,247 | $3,636-10.7% | $4,003-18.9% | $4,350-25.3% |
| Admin fee / account holder | $21 | $890-97.6% | $3,993-99.5% | $1,945-98.9% |