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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $637,492 |
KPMG LLP3+ years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $16,500 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $11,767 |
J.G. GASTON & ASSOCIATES INC.3+ years Filed as: J.G. GASTON & ASSOCIATES, INC. Service code 10 20 BATTERY PARK AVE · ASHEVILLE, NC 28801 | Accounting | $8,295 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $7,306 |
Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 3424 PEACHTREE RD NE STE 700 · ATLANTA, GA 30326 | Accounting | $1,990 |
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 | $39,639 | $44,989-11.9% | $170,435-76.7% | $77,958-49.2% |
| Participation rate | 81.6% | 64.6%+17.0pp | 83.6%-2.0pp | 71.6%+10.0pp |
| Annual return | 18.95% | 19.61%-0.7pp | 205.94%-187.0pp | 20.87%-1.9pp |
| Employer contribution / active EE | $2,050 | $1,466+39.8% | $5,432-62.3% | $2,310-11.3% |
| Participant deferral / active EE | $2,215 | $2,208+0.3% | $4,939-55.2% | $3,537-37.4% |
| Admin fee / account holder | $141 | $69+104.0% | $13,881-99.0% | $97+44.5% |