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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,062,850 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 771115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $70,000 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Accounting | $14,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: FROST BROWN TODD LLC Service code 29 PO BOX 5716 · CINCINNATI, OH 452015716 | Legal | $12,862 |
A+ LETTER SERVICE, INC.2 years Service code 99 200 SYRACUSE CT · LAKEWOOD, NJ 08701 | Other Fees | $8,334 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 227 W MONROE STREET SUITE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $7,083 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $600 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $270 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,075 | $44,007-33.9% | $154,110-81.1% | $68,904-57.8% |
| Participation rate | 87.9% | 70.0%+17.9pp | 83.0%+4.9pp | 74.1%+13.8pp |
| Annual return | -5.16% | 8.15%-13.3pp | 735.22%-740.4pp | 1.07%-6.2pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,103 | $2,813+10.3% | $5,081-38.9% | $4,015-22.7% |
| Admin fee / account holder | $107 | $65+65.2% | $13,412-99.2% | $71+50.0% |