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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,775 | $47,766-69.1% | $82,763-82.1% | $64,824-77.2% |
| Participation rate | 68.5% | 67.7%+0.8pp | 72.6%-4.1pp | 71.5%-3.0pp |
| Annual return | -11.91% | -13.06%+1.1pp | 702.45%-714.4pp | 32.84%-44.8pp |
| Employer contribution / active EE | $652 | $2,182-70.1% | $3,008-78.3% | $2,507-74.0% |
| Participant deferral / active EE | $989 | $3,332-70.3% | $4,395-77.5% | $4,311-77.0% |
| Admin fee / account holder | $6 | $143-95.7% | $5,325-99.9% | $188-96.7% |