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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $98,148 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $42 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,925 | $37,196-62.6% | $154,111-91.0% | $55,725-75.0% |
| Participation rate | 86.2% | 64.1%+22.1pp | 83.0%+3.2pp | 70.9%+15.4pp |
| Annual return | -5.17% | 1319.68%-1324.8pp | 735.18%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,191 | $1,614-26.2% | $5,298-77.5% | $2,078-42.7% |
| Participant deferral / active EE | $1,025 | $2,068-50.4% | $5,081-79.8% | $3,356-69.4% |
| Admin fee / account holder | $142 | $102+39.4% | $13,411-98.9% | $115+23.0% |