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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,464 | $43,999-8.0% | $79,466-49.1% | $55,725-27.4% |
| Participation rate | 62.5% | 66.9%-4.4pp | 73.3%-10.8pp | 70.9%-8.4pp |
| Annual return | -5.14% | 1.81%-6.9pp | 718.28%-723.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,922 | $1,830+114.4% | $2,800+40.1% | $2,078+88.7% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $5,104-100.0% | $115-100.0% |