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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $23,821 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $477 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $252 |
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 | $15,078 | $46,173-67.3% | $170,436-91.2% | $69,631-78.3% |
| Participation rate | 64.4% | 63.9%+0.5pp | 83.6%-19.2pp | 70.7%-6.3pp |
| Annual return | 9.96% | 21.62%-11.7pp | 205.94%-196.0pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $968 | $1,610-39.9% | $5,433-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $619 | $2,080-70.2% | $4,939-87.5% | $3,224-80.8% |
| Admin fee / account holder | $55 | $116-52.6% | $13,880-99.6% | $110-50.2% |