Filed November 30, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $49,915 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,691 | $56,540-42.2% | $185,851-82.4% | $86,821-62.3% |
| Participation rate | 33.7% | 65.5%-31.8pp | 81.7%-48.0pp | 72.3%-38.6pp |
| Annual return | 14.82% | 118.20%-103.4pp | 122.11%-107.3pp | 97.94%-83.1pp |
| Employer contribution / active EE | $534 | $1,844-71.0% | $5,168-89.7% | $2,406-77.8% |
| Participant deferral / active EE | $1,664 | $2,555-34.9% | $5,569-70.1% | $4,132-59.7% |
| Admin fee / account holder | $183 | $150+22.3% | $16,245-98.9% | $170+7.9% |