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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,860 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $436 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $198 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,872 | $36,916-62.4% | $156,551-91.1% | $57,658-75.9% |
| Participation rate | 50.2% | 63.4%-13.3pp | 84.0%-33.9pp | 70.2%-20.1pp |
| Annual return | 6.19% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $224 | $1,571-85.7% | $5,501-95.9% | $1,974-88.7% |
| Participant deferral / active EE | $361 | $1,926-81.3% | $4,871-92.6% | $3,061-88.2% |
| Admin fee / account holder | $26 | $82-67.9% | $13,028-99.8% | $95-72.0% |