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| Provider | Service type | Compensation |
|---|---|---|
AAAA BENEFITS, INC.4+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $6,776 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,315 | $73,102-1.1% | $123,549-41.5% | $56,287+28.5% |
| Participation rate | 62.3% | 74.3%-12.0pp | 82.3%-20.0pp | 69.9%-7.6pp |
| Annual return | -3.93% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $378 | $2,977-87.3% | $4,628-91.8% | $2,111-82.1% |
| Participant deferral / active EE | $4,725 | $5,423-12.9% | $6,426-26.5% | $3,350+41.0% |
| Admin fee / account holder | $67 | $554-87.9% | $9,284-99.3% | $521-87.1% |