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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,580 |
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 | $7,340 | $73,848-90.1% | $143,799-94.9% | $68,486-89.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.71% | 0.91%-13.6pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,075 | $3,184-66.2% | $4,952-78.3% | $2,597-58.6% |
| Participant deferral / active EE | $1,886 | $3,385-44.3% | $5,638-66.5% | $4,028-53.2% |
| Admin fee / account holder | $22 | $5,755-99.6% | $14,677-99.8% | $5,404-99.6% |