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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $37,128 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,169 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,415 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,688 | $36,916-35.8% | $156,551-84.9% | $57,658-58.9% |
| Participation rate | 54.9% | 63.4%-8.5pp | 84.0%-29.1pp | 70.2%-15.3pp |
| Annual return | 8.12% | 12.38%-4.3pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,029 | $1,571-34.5% | $5,501-81.3% | $1,974-47.8% |
| Participant deferral / active EE | $545 | $1,926-71.7% | $4,871-88.8% | $3,061-82.2% |
| Admin fee / account holder | $82 | $82-0.6% | $13,028-99.4% | $95-13.3% |