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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 100 N. TRYON ST · CHARLOTTE, NC 28255 | Pension Consulting | $11,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,387 | $45,872+206.0% | $77,100+82.1% | $68,490+105.0% |
| Participation rate | 28.1% | 55.9%-27.8pp | 67.9%-39.8pp | 67.9%-39.8pp |
| Annual return | -14.86% | 1.73%-16.6pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,249 | $1,650-24.3% | $2,815-55.6% | $2,597-51.9% |
| Participant deferral / active EE | $2,841 | $2,963-4.1% | $4,430-35.9% | $4,028-29.5% |
| Admin fee / account holder | $677 | $3,041-77.7% | $5,443-87.6% | $5,403-87.5% |