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 | $106,247+18.8% | $147,096-14.2% | $77,714+62.4% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 13.17% | 56.87%-43.7pp | 419.75%-406.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $4,177 | $4,069+2.6% | $4,936-15.4% | $2,727+53.2% |
| Participant deferral / active EE | $9,975 | $7,996+24.8% | $8,071+23.6% | $4,649+114.6% |
| Admin fee / account holder | $53 | $338-84.4% | $13,005-99.6% | $433-87.8% |