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 | $7,764 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $955 |
Service code 55 1295 STATE STREET SPRINGFIELD · SPRINGFIELD, MA 01111 | Other Commissions | $620 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET SPRINGFIELD · SPRINGFIELD, MA 01111 | Other Commissions | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,280 | $36,916+9.1% | $156,551-74.3% | $57,658-30.1% |
| Participation rate | 29.5% | 63.4%-34.0pp | 84.0%-54.6pp | 70.2%-40.8pp |
| Annual return | 5.69% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $677 | $1,571-56.9% | $5,501-87.7% | $1,974-65.7% |
| Participant deferral / active EE | $1,059 | $1,926-45.0% | $4,871-78.3% | $3,061-65.4% |
| Admin fee / account holder | $57 | $82-30.5% | $13,028-99.6% | $95-39.4% |