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 | $104,949 | $100,801+4.1% | $149,696-29.9% | $73,409+43.0% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 16.95% | 265.34%-248.4pp | 276.60%-259.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $3,474 | $3,312+4.9% | $4,644-25.2% | $2,234+55.5% |
| Participant deferral / active EE | $8,261 | $6,404+29.0% | $6,842+20.7% | $3,805+117.1% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |