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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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 | $51,159 | $52,722-3.0% | $90,430-43.4% | $73,412-30.3% |
| Participation rate | 71.3% | 67.7%+3.6pp | 72.7%-1.3pp | 72.2%-0.8pp |
| Annual return | 15.62% | 20.70%-5.1pp | 1293.73%-1278.1pp | 59.30%-43.7pp |
| Employer contribution / active EE | $4,777 | $1,872+155.2% | $3,262+46.4% | $2,234+113.9% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,963-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $117-100.0% | $5,613-100.0% | $158-100.0% |