Filed March 3, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $52,970 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,357 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $992 |
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 | $66,513 | $45,324+46.7% | $122,354-45.6% | $69,631-4.5% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 15.72% | 25.35%-9.6pp | 30.28%-14.6pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $2,914 | $1,230+137.0% | $4,051-28.1% | $2,032+43.4% |
| Participant deferral / active EE | $3,793 | $2,367+60.2% | $3,287+15.4% | $3,224+17.7% |
| Admin fee / account holder | $82 | $87-5.9% | $5,479-98.5% | $110-25.9% |