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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,343 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 | Other Commissions | $1,145 |
Filed as: MSI FINANCIAL SERVICES INC Service code 55 | Other Commissions | $653 |
Filed as: MML INVESTORS SERVICES Service code 55 | Other Commissions | $435 |
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 | $53,536 | $46,732+14.6% | $156,551-65.8% | $55,167-3.0% |
| Participation rate | 90.6% | 65.8%+24.8pp | 84.0%+6.5pp | 69.0%+21.6pp |
| Annual return | 7.85% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,624 | $2,105-22.8% | $5,501-70.5% | $1,963-17.2% |
| Participant deferral / active EE | $4,068 | $2,204+84.5% | $4,871-16.5% | $3,054+33.2% |
| Admin fee / account holder | $70 | $418-83.3% | $13,028-99.5% | $504-86.1% |