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 | $0 |
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 | $19,643 | $43,338-54.7% | $59,887-67.2% | $64,173-69.4% |
| Participation rate | 45.1% | 69.2%-24.0pp | 74.7%-29.6pp | 69.6%-24.4pp |
| Annual return | -5.47% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,522 | $2,030-25.0% | $2,722-44.1% | $2,381-36.1% |
| Participant deferral / active EE | $2,324 | $2,547-8.8% | $3,402-31.7% | $3,470-33.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |