Filed July 10, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $13,539 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $6,989 |
PROMANAGE LLC2+ years Service code 99 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Other Fees | $29 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,745 | $37,213-87.2% | $156,551-97.0% | $63,975-92.6% |
| Participation rate | 83.6% | 65.0%+18.6pp | 84.0%-0.5pp | 71.1%+12.4pp |
| Annual return | 8.85% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,108 | $1,357-18.4% | $5,501-79.9% | $2,182-49.2% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $10 | $56-82.9% | $13,028-99.9% | $70-86.3% |