Filed February 18, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,400 |
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 | $23,943 | $46,732-48.8% | $156,551-84.7% | $55,167-56.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 18.03% | 17.72%+0.3pp | 32.23%-14.2pp | 169.23%-151.2pp |
| Employer contribution / active EE | $854 | $2,105-59.4% | $5,501-84.5% | $1,963-56.5% |
| Participant deferral / active EE | $2,034 | $2,204-7.7% | $4,871-58.2% | $3,054-33.4% |
| Admin fee / account holder | $5 | $418-98.8% | $13,028-100.0% | $504-99.0% |