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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,145 | $81,276-88.7% | $155,574-94.1% | $80,925-88.7% |
| Participation rate | 84.5% | 66.2%+18.2pp | 78.2%+6.3pp | 67.7%+16.8pp |
| Annual return | 11.90% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $830 | $3,103-73.3% | $4,676-82.3% | $2,756-69.9% |
| Participant deferral / active EE | $1,247 | $3,453-63.9% | $5,629-77.9% | $4,299-71.0% |
| Admin fee / account holder | $22 | $7,993-99.7% | $15,914-99.9% | $6,940-99.7% |