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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,667 |
Filed as: BRIGHTHOUSE SECURITIES, LLC Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $90 |
Filed as: FIDELITY INVESTMENTS INST OP CO,INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
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.
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 | $28,814 | $55,453-48.0% | $170,435-83.1% | $62,293-53.7% |
| Participation rate | 32.9% | 66.4%-33.5pp | 83.6%-50.7pp | 69.5%-36.6pp |
| Annual return | 13.49% | 21.38%-7.9pp | 205.94%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,288 | $2,303-44.1% | $4,939-73.9% | $3,169-59.4% |
| Admin fee / account holder | $20 | $455-95.6% | $13,881-99.9% | $479-95.9% |