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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $41,940 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $530 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $510 |
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 | $33,885 | $62,928-46.2% | $172,753-80.4% | $67,582-49.9% |
| Participation rate | 76.9% | 64.5%+12.4pp | 82.6%-5.7pp | 71.3%+5.6pp |
| Annual return | 18.60% | 30.36%-11.8pp | 803.00%-784.4pp | 378.57%-360.0pp |
| Employer contribution / active EE | $1,232 | $1,636-24.7% | $5,144-76.0% | $2,148-42.6% |
| Participant deferral / active EE | $2,908 | $2,145+35.6% | $5,198-44.0% | $3,539-17.8% |
| Admin fee / account holder | $86 | $167-48.3% | $13,956-99.4% | $142-39.5% |