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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $39,779 |
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 | $41,018 | $53,344-23.1% | $121,204-66.2% | $74,460-44.9% |
| Participation rate | 50.0% | 60.0%-10.0pp | 69.5%-19.5pp | 70.7%-20.7pp |
| Annual return | 16.01% | 35.15%-19.1pp | 987.18%-971.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $530 | $1,898-72.1% | $4,170-87.3% | $2,638-79.9% |
| Participant deferral / active EE | $1,739 | $3,220-46.0% | $4,083-57.4% | $4,530-61.6% |
| Admin fee / account holder | $81 | $382-78.7% | $5,651-98.6% | $348-76.6% |