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 | $160,299 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 26 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $31,477 |
PROMANAGE LLC2+ years Service code 26 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Advisory (Participants) | $22,830 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $9,510 |
LPL FINANCIAL1 year Service code 16 PO BOX 502533 · SAN DIEGO, CA 921502533 | Consulting | $8,179 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $5,966 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $3 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $49,215 | $37,213+32.3% | $156,551-68.6% | $63,975-23.1% |
| Participation rate | 87.2% | 65.0%+22.2pp | 84.0%+3.2pp | 71.1%+16.0pp |
| Annual return | 8.73% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $1,206 | $1,357-11.2% | $5,501-78.1% | $2,182-44.7% |
| Participant deferral / active EE | $2,997 | $2,070+44.8% | $4,871-38.5% | $3,356-10.7% |
| Admin fee / account holder | $126 | $56+124.0% | $13,028-99.0% | $70+79.1% |