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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $916,271 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $60,965 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $36,486 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $21,425 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNOVATIVE DRIVE · DAYTON, OH 45342 | Accounting | $9,375 |
A+ LETTER SERVICE, INC.2+ years Filed as: A LETTER SERVICE, INC. Service code 99 200 SYRACUSE CT · LAKEWOOD, NJ 08701 | Other Fees | $6,220 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $825 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,107 | $49,270-6.4% | $156,551-70.5% | $329,111-86.0% |
| Participation rate | 47.8% | 68.1%-20.3pp | 84.0%-36.2pp | 67.9%-20.1pp |
| Annual return | 17.96% | 23.25%-5.3pp | 32.23%-14.3pp | 16.35%+1.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $2,106 | $2,920-27.9% | $4,871-56.8% | $3,682-42.8% |
| Admin fee / account holder | $144 | $51+184.9% | $13,028-98.9% | $754-80.9% |