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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $73,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,219 | $47,898-13.9% | $117,533-64.9% | $64,819-36.4% |
| Participation rate | 46.1% | 61.9%-15.8pp | 70.6%-24.5pp | 71.5%-25.4pp |
| Annual return | -14.44% | -15.54%+1.1pp | 29.77%-44.2pp | 32.84%-47.3pp |
| Employer contribution / active EE | $450 | $1,774-74.6% | $4,179-89.2% | $2,507-82.0% |
| Participant deferral / active EE | $1,439 | $3,151-54.3% | $4,072-64.7% | $4,311-66.6% |
| Admin fee / account holder | $165 | $132+25.3% | $5,647-97.1% | $188-12.0% |