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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $971 |
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 | $38,590 | $46,732-17.4% | $156,551-75.3% | $55,167-30.0% |
| Participation rate | 62.7% | 65.8%-3.1pp | 84.0%-21.3pp | 69.0%-6.3pp |
| Annual return | 7.32% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $757 | $2,105-64.0% | $5,501-86.2% | $1,963-61.4% |
| Participant deferral / active EE | $875 | $2,204-60.3% | $4,871-82.0% | $3,054-71.3% |
| Admin fee / account holder | $7 | $418-98.4% | $13,028-99.9% | $504-98.7% |