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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,221 | $46,732-43.9% | $156,551-83.3% | $55,167-52.5% |
| Participation rate | 68.9% | 65.8%+3.1pp | 84.0%-15.1pp | 69.0%-0.1pp |
| Annual return | 5.57% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,003 | $2,105-52.4% | $5,501-81.8% | $1,963-48.9% |
| Participant deferral / active EE | $1,104 | $2,204-49.9% | $4,871-77.3% | $3,054-63.9% |
| Admin fee / account holder | $26 | $418-93.8% | $13,028-99.8% | $504-94.8% |