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 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,055 | $82,163+18.1% | $125,381-22.6% | $64,819+49.7% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -17.10% | 3.49%-20.6pp | 572.31%-589.4pp | 32.84%-49.9pp |
| Employer contribution / active EE | $3,842 | $3,616+6.2% | $4,815-20.2% | $2,507+53.3% |
| Participant deferral / active EE | $8,903 | $7,175+24.1% | $7,448+19.5% | $4,311+106.5% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |