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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $76,864 |
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 | $37,242 | $54,121-31.2% | $134,162-72.2% | $73,412-49.3% |
| Participation rate | 60.4% | 64.4%-4.0pp | 72.2%-11.8pp | 72.2%-11.8pp |
| Annual return | 12.88% | -312.52%+325.4pp | 36.35%-23.5pp | 59.30%-46.4pp |
| Employer contribution / active EE | $576 | $1,402-58.9% | $3,705-84.4% | $2,234-74.2% |
| Participant deferral / active EE | $2,052 | $2,844-27.8% | $3,500-41.4% | $3,806-46.1% |
| Admin fee / account holder | $146 | $132+10.6% | $6,685-97.8% | $158-7.3% |