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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,941 | $63,768-17.0% | $98,483-46.2% | $79,391-33.3% |
| Participation rate | 34.7% | 69.9%-35.1pp | 73.3%-38.6pp | 70.7%-36.0pp |
| Annual return | 24.18% | 626.18%-602.0pp | 1494.38%-1470.2pp | 116.88%-92.7pp |
| Employer contribution / active EE | $296 | $2,558-88.4% | $2,961-90.0% | $2,428-87.8% |
| Participant deferral / active EE | $1,120 | $3,305-66.1% | $4,276-73.8% | $4,046-72.3% |
| Admin fee / account holder | $62 | $516-88.0% | $5,953-99.0% | $627-90.1% |