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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,634 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,926 | $77,901-89.8% | $149,717-94.7% | $75,181-89.5% |
| Participation rate | 89.1% | 65.6%+23.5pp | 78.8%+10.3pp | 67.2%+21.9pp |
| Annual return | 11.86% | 31.73%-19.9pp | 134.41%-122.6pp | 160.69%-148.8pp |
| Employer contribution / active EE | $883 | $3,137-71.9% | $4,820-81.7% | $2,671-66.9% |
| Participant deferral / active EE | $1,516 | $3,411-55.6% | $5,682-73.3% | $4,126-63.3% |
| Admin fee / account holder | $21 | $5,949-99.6% | $13,213-99.8% | $5,650-99.6% |