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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $11,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,515 | $81,331-72.3% | $155,534-85.5% | $80,935-72.2% |
| Participation rate | 56.7% | 66.3%-9.5pp | 78.2%-21.5pp | 67.7%-10.9pp |
| Annual return | 9.40% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $671 | $3,105-78.4% | $4,675-85.7% | $2,757-75.7% |
| Participant deferral / active EE | $1,401 | $3,454-59.4% | $5,630-75.1% | $4,299-67.4% |
| Admin fee / account holder | $92 | $7,999-98.8% | $15,900-99.4% | $6,924-98.7% |