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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.
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 | $24,294 | $56,511-57.0% | $185,837-86.9% | $86,813-72.0% |
| Participation rate | 67.8% | 65.5%+2.3pp | 81.7%-13.9pp | 72.3%-4.5pp |
| Annual return | 20.70% | 118.12%-97.4pp | 122.08%-101.4pp | 97.93%-77.2pp |
| Employer contribution / active EE | $578 | $1,844-68.6% | $5,168-88.8% | $2,406-76.0% |
| Participant deferral / active EE | $937 | $2,554-63.3% | $5,568-83.2% | $4,131-77.3% |
| Admin fee / account holder | $0 | $150-100.0% | $16,241-100.0% | $170-100.0% |