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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $37,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,875 | $58,859-10.2% | $129,339-59.1% | $77,692-31.9% |
| Participation rate | 49.8% | 59.3%-9.5pp | 69.6%-19.8pp | 70.6%-20.8pp |
| Annual return | 14.47% | 24.74%-10.3pp | 9437.05%-9422.6pp | 31.25%-16.8pp |
| Employer contribution / active EE | $603 | $1,952-69.1% | $4,154-85.5% | $2,726-77.9% |
| Participant deferral / active EE | $1,994 | $3,215-38.0% | $4,170-52.2% | $4,648-57.1% |
| Admin fee / account holder | $88 | $591-85.1% | $7,668-98.8% | $431-79.5% |