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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $16,929 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,717 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,007 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,395 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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 | $27,076 | $36,916-26.7% | $156,551-82.7% | $57,658-53.0% |
| Participation rate | 72.0% | 63.4%+8.6pp | 84.0%-12.0pp | 70.2%+1.8pp |
| Annual return | 8.59% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $666 | $1,571-57.6% | $5,501-87.9% | $1,974-66.3% |
| Participant deferral / active EE | $2,060 | $1,926+7.0% | $4,871-57.7% | $3,061-32.7% |
| Admin fee / account holder | $5 | $82-93.7% | $13,028-100.0% | $95-94.5% |