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| Provider | Service type | Compensation |
|---|---|---|
AAAA BENEFITS, INC.1+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $8,973 |
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 | $52,722 | $72,177-27.0% | $115,038-54.2% | $59,633-11.6% |
| Participation rate | 85.2% | 72.6%+12.6pp | 81.4%+3.8pp | 68.7%+16.5pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,231 | $4,783+30.3% | $6,026+3.4% | $3,192+95.2% |
| Admin fee / account holder | $126 | $4,927-97.4% | $8,175-98.5% | $4,297-97.1% |