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 | $2,518 |
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 | $24,846 | $47,977-48.2% | $154,111-83.9% | $56,287-55.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.74% | 3.54%-7.3pp | 735.18%-738.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,356 | $2,169-37.5% | $5,298-74.4% | $2,111-35.7% |
| Participant deferral / active EE | $2,375 | $2,392-0.7% | $5,081-53.2% | $3,350-29.1% |
| Admin fee / account holder | $8 | $438-98.3% | $13,411-99.9% | $521-98.5% |