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 | $12,274 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 55 40 WALL ST · NEW YORK, NY 10005 | Other Commissions | $9,596 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $171 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,758 | $46,173-29.1% | $170,435-80.8% | $69,631-53.0% |
| Participation rate | 52.4% | 63.9%-11.5pp | 83.6%-31.2pp | 70.7%-18.3pp |
| Annual return | 11.97% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,585 | $1,610-1.5% | $5,432-70.8% | $2,032-22.0% |
| Participant deferral / active EE | $1,230 | $2,080-40.9% | $4,939-75.1% | $3,224-61.9% |
| Admin fee / account holder | $30 | $116-74.4% | $13,881-99.8% | $110-73.1% |