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 | $113,263 | $95,417+18.7% | $135,974-16.7% | $74,460+52.1% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.0pp |
| Annual return | 17.94% | 32.76%-14.8pp | 68.30%-50.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,739 | $3,878-3.6% | $4,859-23.0% | $2,638+41.7% |
| Participant deferral / active EE | $9,042 | $7,789+16.1% | $7,760+16.5% | $4,530+99.6% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |