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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,237 | $36,916-83.1% | $156,551-96.0% | $57,658-89.2% |
| Participation rate | 97.9% | 63.4%+34.5pp | 84.0%+13.9pp | 70.2%+27.7pp |
| Annual return | 6.54% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $351 | $1,571-77.7% | $5,501-93.6% | $1,974-82.2% |
| Participant deferral / active EE | $1,371 | $1,926-28.8% | $4,871-71.9% | $3,061-55.2% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |