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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,623 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,618 | $42,582-56.3% | $171,082-89.1% | $57,658-67.7% |
| Participation rate | 98.1% | 63.9%+34.2pp | 76.7%+21.4pp | 70.2%+27.9pp |
| Annual return | 5.64% | 308.67%-303.0pp | 32.56%-26.9pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,109 | $1,306-15.1% | $4,002-72.3% | $1,974-43.8% |
| Participant deferral / active EE | $1,207 | $2,933-58.8% | $4,797-74.8% | $3,061-60.6% |
| Admin fee / account holder | $12 | $82-85.0% | $8,520-99.9% | $95-87.0% |