Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $132,326-100.0% | $60,919-100.0% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 73.1%-73.1pp | - |
| Annual return | -11.43% | -10.03%-1.4pp | 16.96%-28.4pp | - |
| Employer contribution / active EE | $0 | $2,503-100.0% | $2,704-100.0% | - |
| Participant deferral / active EE | $0 | $3,755-100.0% | $3,814-100.0% | - |
| Admin fee / account holder | $0 | $9,381-100.0% | $3,228-100.0% | - |