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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $5,556 |
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 | $14,019 | $62,928-77.7% | $172,755-91.9% | $67,579-79.3% |
| Participation rate | 59.5% | 64.5%-5.0pp | 82.6%-23.2pp | 71.3%-11.8pp |
| Annual return | 12.60% | 30.36%-17.8pp | 802.94%-790.3pp | 378.56%-366.0pp |
| Employer contribution / active EE | $357 | $1,636-78.2% | $5,144-93.1% | $2,148-83.4% |
| Participant deferral / active EE | $498 | $2,145-76.8% | $5,198-90.4% | $3,539-85.9% |
| Admin fee / account holder | $25 | $167-85.2% | $13,955-99.8% | $142-82.7% |