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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $12,072 |
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 | $62,289 | $47,977+29.8% | $154,108-59.6% | $56,289+10.7% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -5.50% | 3.54%-9.0pp | 735.21%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,963 | $2,169-9.5% | $5,298-62.9% | $2,111-7.0% |
| Participant deferral / active EE | $4,342 | $2,392+81.5% | $5,081-14.5% | $3,350+29.6% |
| Admin fee / account holder | $108 | $438-75.5% | $13,411-99.2% | $521-79.4% |