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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,840 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 | Contract Administrator | $1,530 |
Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $594 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $241 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $137 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,217 | $55,453-52.7% | $170,435-84.6% | $62,293-57.9% |
| Participation rate | 56.0% | 66.4%-10.4pp | 83.6%-27.6pp | 69.5%-13.6pp |
| Annual return | 13.82% | 21.38%-7.6pp | 205.94%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $510 | $2,164-76.4% | $5,432-90.6% | $2,042-75.0% |
| Participant deferral / active EE | $1,559 | $2,303-32.3% | $4,939-68.4% | $3,169-50.8% |
| Admin fee / account holder | $76 | $455-83.2% | $13,881-99.5% | $479-84.1% |