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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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 | $28,405 | $46,732-39.2% | $156,551-81.9% | $55,167-48.5% |
| Participation rate | 82.1% | 65.8%+16.3pp | 84.0%-1.9pp | 69.0%+13.1pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,289 | $2,105+8.8% | $5,501-58.4% | $1,963+16.7% |
| Participant deferral / active EE | $3,108 | $2,204+41.0% | $4,871-36.2% | $3,054+1.8% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |