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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $10,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,274 | $46,173-62.6% | $170,436-89.9% | $69,631-75.2% |
| Participation rate | 39.5% | 63.9%-24.4pp | 83.6%-44.1pp | 70.7%-31.2pp |
| Annual return | 9.09% | 21.62%-12.5pp | 205.94%-196.8pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $299 | $1,610-81.4% | $5,433-94.5% | $2,032-85.3% |
| Participant deferral / active EE | $357 | $2,080-82.8% | $4,939-92.8% | $3,224-88.9% |
| Admin fee / account holder | $63 | $116-45.9% | $13,880-99.5% | $110-43.2% |