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 | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,091 | $75,388-4.4% | $123,544-41.6% | $55,725+29.4% |
| Participation rate | 99.5% | 75.7%+23.9pp | 82.3%+17.2pp | 70.9%+28.7pp |
| Annual return | -5.71% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $3,256 | $3,063+6.3% | $4,628-29.6% | $2,078+56.7% |
| Participant deferral / active EE | $7,674 | $5,651+35.8% | $6,426+19.4% | $3,356+128.7% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |