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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $802 |
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 | $20,261 | $46,966-56.9% | $185,117-89.1% | $69,631-70.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.08% | 22.36%-11.3pp | 40.50%-29.4pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $1,468 | $1,360+7.9% | $4,182-64.9% | $2,032-27.8% |
| Participant deferral / active EE | $1,449 | $3,017-52.0% | $5,045-71.3% | $3,224-55.1% |
| Admin fee / account holder | $2 | $94-97.9% | $8,159-100.0% | $110-98.2% |