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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,027 |
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 | $51,009 | $52,967-3.7% | $172,753-70.5% | $65,186-21.7% |
| Participation rate | 56.3% | 66.2%-9.9pp | 82.6%-26.3pp | 70.2%-13.9pp |
| Annual return | 11.98% | 30.12%-18.1pp | 803.00%-791.0pp | 29.39%-17.4pp |
| Employer contribution / active EE | $714 | $2,190-67.4% | $5,144-86.1% | $2,177-67.2% |
| Participant deferral / active EE | $807 | $2,471-67.3% | $5,198-84.5% | $3,514-77.0% |
| Admin fee / account holder | $15 | $472-96.9% | $13,956-99.9% | $847-98.3% |