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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $513,010 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $38,862 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $30,592 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $18,216 |
J.G. GASTON & ASSOCIATES INC.2+ years Filed as: J.G. GASTON & ASSOCIATES, INC. Service code 10 20 BATTERY PARK AVE · ASHEVILLE, NC 28801 | Accounting | $7,398 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,625 | $37,213-4.3% | $156,551-77.2% | $63,975-44.3% |
| Participation rate | 79.3% | 65.0%+14.3pp | 84.0%-4.7pp | 71.1%+8.2pp |
| Annual return | 11.22% | 47.89%-36.7pp | 32.23%-21.0pp | 48.65%-37.4pp |
| Employer contribution / active EE | $1,999 | $1,357+47.4% | $5,501-63.7% | $2,182-8.4% |
| Participant deferral / active EE | $2,027 | $2,070-2.1% | $4,871-58.4% | $3,356-39.6% |
| Admin fee / account holder | $122 | $56+117.3% | $13,028-99.1% | $70+73.8% |