Filed November 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $84,275 |
NFP RETIREMENT INC1 year Service code 26 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Participants) | $23,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,326 | $62,928-62.9% | $172,753-86.5% | $67,582-65.5% |
| Participation rate | 29.8% | 64.5%-34.7pp | 82.6%-52.9pp | 71.3%-41.5pp |
| Annual return | 18.84% | 30.36%-11.5pp | 803.00%-784.2pp | 378.57%-359.7pp |
| Employer contribution / active EE | $359 | $1,636-78.1% | $5,144-93.0% | $2,148-83.3% |
| Participant deferral / active EE | $1,021 | $2,145-52.4% | $5,198-80.4% | $3,539-71.2% |
| Admin fee / account holder | $260 | $167+56.1% | $13,956-98.1% | $142+82.8% |