Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $47,386 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $5,299 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $3,474 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,940 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $1,636 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $480 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,033 | $37,213-67.7% | $156,551-92.3% | $63,975-81.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 7.61% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $281 | $1,357-79.3% | $5,501-94.9% | $2,182-87.1% |
| Participant deferral / active EE | $861 | $2,070-58.4% | $4,871-82.3% | $3,356-74.3% |
| Admin fee / account holder | $22 | $56-61.1% | $13,028-99.8% | $70-68.9% |