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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,191 |
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 | $44,304 | $55,453-20.1% | $170,435-74.0% | $62,293-28.9% |
| Participation rate | 59.7% | 66.4%-6.7pp | 83.6%-23.9pp | 69.5%-9.8pp |
| Annual return | 9.49% | 21.38%-11.9pp | 205.94%-196.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $705 | $2,164-67.4% | $5,432-87.0% | $2,042-65.5% |
| Participant deferral / active EE | $767 | $2,303-66.7% | $4,939-84.5% | $3,169-75.8% |
| Admin fee / account holder | $8 | $455-98.2% | $13,881-99.9% | $479-98.3% |