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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,949 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $825 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $685 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $577 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $150 |
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 | $29,570 | $46,173-36.0% | $170,435-82.7% | $69,631-57.5% |
| Participation rate | 73.3% | 63.9%+9.4pp | 83.6%-10.3pp | 70.7%+2.6pp |
| Annual return | 14.53% | 21.62%-7.1pp | 205.94%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $852 | $1,610-47.0% | $5,432-84.3% | $2,032-58.1% |
| Participant deferral / active EE | $2,500 | $2,080+20.2% | $4,939-49.4% | $3,224-22.4% |
| Admin fee / account holder | $6 | $116-95.1% | $13,881-100.0% | $110-94.8% |