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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,237 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,856 | $55,453-62.4% | $170,435-87.8% | $62,293-66.5% |
| Participation rate | 98.2% | 66.4%+31.8pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 9.76% | 21.38%-11.6pp | 205.94%-196.2pp | 28.90%-19.1pp |
| Employer contribution / active EE | $879 | $2,164-59.4% | $5,432-83.8% | $2,042-57.0% |
| Participant deferral / active EE | $950 | $2,303-58.7% | $4,939-80.8% | $3,169-70.0% |
| Admin fee / account holder | $20 | $455-95.6% | $13,881-99.9% | $479-95.8% |