Filed February 18, 2020
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 | $1,754 |
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 | $25,457 | $55,453-54.1% | $170,435-85.1% | $62,293-59.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.62% | 21.38%-8.8pp | 205.94%-193.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $938 | $2,164-56.6% | $5,432-82.7% | $2,042-54.1% |
| Participant deferral / active EE | $2,184 | $2,303-5.2% | $4,939-55.8% | $3,169-31.1% |
| Admin fee / account holder | $6 | $455-98.8% | $13,881-100.0% | $479-98.8% |