Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $20 |
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.
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 | $32,247 | $58,888-45.2% | $178,499-81.9% | $73,493-56.1% |
| Participation rate | 32.4% | 66.2%-33.8pp | 81.9%-49.5pp | 70.7%-38.3pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.10%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $234 | $2,236-89.5% | $5,011-95.3% | $2,270-89.7% |
| Participant deferral / active EE | $887 | $2,568-65.5% | $5,202-82.9% | $3,740-76.3% |
| Admin fee / account holder | $0 | $400-99.9% | $13,986-100.0% | $513-99.9% |