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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $15,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,865 | $37,196-68.1% | $154,114-92.3% | $55,725-78.7% |
| Participation rate | 64.6% | 64.1%+0.5pp | 83.0%-18.4pp | 70.9%-6.3pp |
| Annual return | -3.65% | 1319.68%-1323.3pp | 735.16%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $194 | $1,614-88.0% | $5,298-96.3% | $2,078-90.7% |
| Participant deferral / active EE | $924 | $2,068-55.3% | $5,081-81.8% | $3,356-72.5% |
| Admin fee / account holder | $49 | $102-51.5% | $13,411-99.6% | $115-57.2% |