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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,380 | $47,766+1.3% | $82,706-41.5% | $64,814-25.4% |
| Participation rate | 71.5% | 67.7%+3.8pp | 72.6%-1.0pp | 71.5%0pp |
| Annual return | -15.90% | -13.06%-2.8pp | 701.76%-717.7pp | 32.84%-48.7pp |
| Employer contribution / active EE | $4,943 | $2,182+126.6% | $3,007+64.4% | $2,507+97.2% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,394-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |