Filed September 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $32,648 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,192 | $106,110+18.9% | $147,005-14.2% | $77,671+62.5% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.2pp | 70.6%+26.7pp |
| Annual return | 13.17% | 56.77%-43.6pp | 418.76%-405.6pp | 31.21%-18.0pp |
| Employer contribution / active EE | $4,177 | $4,065+2.8% | $4,934-15.3% | $2,726+53.2% |
| Participant deferral / active EE | $9,975 | $7,992+24.8% | $8,070+23.6% | $4,648+114.6% |
| Admin fee / account holder | $53 | $338-84.4% | $13,006-99.6% | $430-87.7% |