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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $37,120 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $331 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $72 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,172 | $46,173-13.0% | $170,435-76.4% | $69,631-42.3% |
| Participation rate | 35.7% | 63.9%-28.2pp | 83.6%-47.9pp | 70.7%-35.0pp |
| Annual return | 13.76% | 21.62%-7.9pp | 205.94%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $447 | $1,610-72.2% | $5,432-91.8% | $2,032-78.0% |
| Participant deferral / active EE | $1,644 | $2,080-21.0% | $4,939-66.7% | $3,224-49.0% |
| Admin fee / account holder | $25 | $116-78.3% | $13,881-99.8% | $110-77.2% |