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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,036 | $47,977-35.3% | $154,111-79.9% | $56,287-44.9% |
| Participation rate | 57.3% | 66.2%-8.9pp | 83.0%-25.7pp | 69.9%-12.5pp |
| Annual return | -3.74% | 3.54%-7.3pp | 735.18%-738.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $343 | $2,169-84.2% | $5,298-93.5% | $2,111-83.7% |
| Participant deferral / active EE | $975 | $2,392-59.2% | $5,081-80.8% | $3,350-70.9% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |