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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $41,701 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,499 |
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 | $45,128 | $47,180-4.4% | $149,723-69.9% | $74,473-39.4% |
| Participation rate | 66.0% | 63.4%+2.6pp | 78.8%-12.8pp | 70.7%-4.7pp |
| Annual return | 15.04% | 22.75%-7.7pp | 134.50%-119.5pp | 34.36%-19.3pp |
| Employer contribution / active EE | $1,686 | $1,907-11.6% | $4,821-65.0% | $2,638-36.1% |
| Participant deferral / active EE | $3,685 | $2,730+35.0% | $5,682-35.1% | $4,530-18.6% |
| Admin fee / account holder | $86 | $343-74.9% | $13,215-99.3% | $347-75.2% |