Filed September 11, 2017 (most recent of 2 filings on file)
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 | $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 | $106,264+18.8% | $147,117-14.2% | $77,762+62.3% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 13.17% | 56.94%-43.8pp | 420.54%-407.4pp | 31.27%-18.1pp |
| Employer contribution / active EE | $4,177 | $4,074+2.5% | $4,932-15.3% | $2,728+53.1% |
| Participant deferral / active EE | $9,975 | $8,003+24.6% | $8,065+23.7% | $4,651+114.5% |
| Admin fee / account holder | $53 | $334-84.2% | $12,993-99.6% | $433-87.8% |