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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $17,134 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Consulting | $8,000 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $215 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,422 | $46,173-44.9% | $170,435-85.1% | $69,631-63.5% |
| Participation rate | 22.5% | 63.9%-41.4pp | 83.6%-61.1pp | 70.7%-48.2pp |
| Annual return | 11.53% | 21.62%-10.1pp | 205.94%-194.4pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $676 | $2,080-67.5% | $4,939-86.3% | $3,224-79.0% |
| Admin fee / account holder | $103 | $116-11.5% | $13,881-99.3% | $110-7.1% |