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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $11,475 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,243 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,133 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,302 | $36,916-20.6% | $156,551-81.3% | $57,658-49.2% |
| Participation rate | 52.3% | 63.4%-11.1pp | 84.0%-31.7pp | 70.2%-17.9pp |
| Annual return | 5.78% | 12.38%-6.6pp | 32.23%-26.4pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,399 | $1,571-10.9% | $5,501-74.6% | $1,974-29.1% |
| Participant deferral / active EE | $997 | $1,926-48.2% | $4,871-79.5% | $3,061-67.4% |
| Admin fee / account holder | $29 | $82-65.0% | $13,028-99.8% | $95-69.4% |