Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
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 | $46,971 |
COOK STREET CONSULTING2+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 5299 DTC BOULEVARD, SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $30,283 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $4,261 |
Service code 55 1295 STATE STREET SPRINGFIELD · SPRINGFIELD, MA 01111 | Other Commissions | $2,185 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,701 | $75,183+12.7% | $123,894-31.6% | $55,167+53.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.92% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $5,701 | $2,823+101.9% | $4,617+23.5% | $1,963+190.5% |
| Participant deferral / active EE | $5,012 | $5,084-1.4% | $5,984-16.2% | $3,054+64.1% |
| Admin fee / account holder | $310 | $663-53.2% | $8,357-96.3% | $504-38.4% |