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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,355 | $52,293-57.2% | $178,503-87.5% | $73,412-69.5% |
| Participation rate | 64.3% | 65.3%-1.0pp | 81.9%-17.6pp | 72.2%-7.8pp |
| Annual return | -0.54% | 34.75%-35.3pp | 151.12%-151.7pp | 59.30%-59.8pp |
| Employer contribution / active EE | $515 | $1,736-70.3% | $5,011-89.7% | $2,234-77.0% |
| Participant deferral / active EE | $836 | $2,333-64.2% | $5,202-83.9% | $3,806-78.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |