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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $109,782 |
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $50 |
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 | $18,324 | $62,928-70.9% | $172,755-89.4% | $67,579-72.9% |
| Participation rate | 83.0% | 64.5%+18.5pp | 82.6%+0.3pp | 71.3%+11.7pp |
| Annual return | 19.20% | 30.36%-11.2pp | 802.94%-783.7pp | 378.56%-359.4pp |
| Employer contribution / active EE | $1,194 | $1,636-27.0% | $5,144-76.8% | $2,148-44.4% |
| Participant deferral / active EE | $1,134 | $2,145-47.1% | $5,198-78.2% | $3,539-68.0% |
| Admin fee / account holder | $167 | $167+0.4% | $13,955-98.8% | $142+17.6% |