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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE SECURITIES INC Service code 26 | Advisory (Participants) | $65,650 |
Service code 64 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $51,292 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $5,581 |
Filed as: METLIFE SECURITIES Service code 26 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Advisory (Participants) | $0 |
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 | $28,090 | $36,916-23.9% | $156,551-82.1% | $57,658-51.3% |
| Participation rate | 35.8% | 63.4%-27.7pp | 84.0%-48.3pp | 70.2%-34.5pp |
| Annual return | 10.91% | 12.38%-1.5pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $273 | $1,571-82.6% | $5,501-95.0% | $1,974-86.2% |
| Participant deferral / active EE | $1,185 | $1,926-38.5% | $4,871-75.7% | $3,061-61.3% |
| Admin fee / account holder | $178 | $82+116.3% | $13,028-98.6% | $95+88.7% |