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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $15,286 |
DAVID ROMANO2+ years Filed as: DAVID GOTSCH Service code 99 123 W. FRONT ST. SUITE 206 · WHEATON, IL 60187 | Other Fees | $6,462 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,817 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $852 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,840 | $36,916-43.5% | $156,551-86.7% | $57,658-63.9% |
| Participation rate | 29.3% | 63.4%-34.2pp | 84.0%-54.8pp | 70.2%-41.0pp |
| Annual return | 7.55% | 12.38%-4.8pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $425 | $1,571-72.9% | $5,501-92.3% | $1,974-78.4% |
| Participant deferral / active EE | $1,072 | $1,926-44.4% | $4,871-78.0% | $3,061-65.0% |
| Admin fee / account holder | $86 | $82+4.6% | $13,028-99.3% | $95-8.7% |