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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $760,553 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $80,000 |
KPMG LLP4+ years Service code 10 PO BOX 120608 · DALLAS, TX 75312 | Accounting | $17,500 |
Service code 99 DBA ALPHAGRAPHICS US47 · KNOXVILLE, TN 37921 | Other Fees | $8,052 |
Filed as: J.G GASTON & ASSOCIATES, INC Service code 10 20 BATTERY PARK AVE · ASHEVILLE, NC 28801 | Accounting | $7,010 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $5,375 |
Filed as: MML INVESTORS SERVICES Service code 55 | Other Commissions | $0 |
MSI FINANCIAL SERVICES INC.3 years Service code 55 | Other Commissions | $0 |
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 | $62,299 | $45,382+37.3% | $154,110-59.6% | $75,289-17.3% |
| Participation rate | 86.5% | 65.9%+20.6pp | 83.0%+3.5pp | 72.4%+14.1pp |
| Annual return | -5.73% | -0.47%-5.3pp | 735.22%-741.0pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,475 | $1,533+61.5% | $5,298-53.3% | $2,405+2.9% |
| Participant deferral / active EE | $2,667 | $2,384+11.9% | $5,081-47.5% | $3,739-28.7% |
| Admin fee / account holder | $50 | $89-44.2% | $13,412-99.6% | $102-51.3% |