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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $72,923 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,180 | $50,919-1.5% | $155,556-67.7% | $77,762-35.5% |
| Participation rate | 68.1% | 63.1%+5.0pp | 78.2%-10.1pp | 70.6%-2.5pp |
| Annual return | 11.64% | 34.84%-23.2pp | 64.84%-53.2pp | 31.27%-19.6pp |
| Employer contribution / active EE | $1,843 | $1,991-7.4% | $4,675-60.6% | $2,728-32.4% |
| Participant deferral / active EE | $3,648 | $2,824+29.1% | $5,631-35.2% | $4,651-21.6% |
| Admin fee / account holder | $149 | $437-66.0% | $15,885-99.1% | $433-65.7% |