Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $6,957 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,906 |
Filed as: MSI FINANCIALSERVICESINC. Service code 55 | Other Commissions | $80 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $51 |
Filed as: MSI FIANCIAL SERVICES INC. Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
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 | $15,156 | $55,453-72.7% | $170,435-91.1% | $62,293-75.7% |
| Participation rate | 96.8% | 66.4%+30.5pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 13.02% | 21.38%-8.4pp | 205.94%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,432-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $470 | $2,303-79.6% | $4,939-90.5% | $3,169-85.2% |
| Admin fee / account holder | $27 | $455-94.0% | $13,881-99.8% | $479-94.3% |