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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,756 |
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 | $20,784 | $47,977-56.7% | $154,108-86.5% | $56,289-63.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -1.55% | 3.54%-5.1pp | 735.21%-736.8pp | -9.96%+8.4pp |
| Employer contribution / active EE | $915 | $2,169-57.8% | $5,298-82.7% | $2,111-56.7% |
| Participant deferral / active EE | $980 | $2,392-59.0% | $5,081-80.7% | $3,350-70.8% |
| Admin fee / account holder | $24 | $438-94.5% | $13,411-99.8% | $521-95.3% |