Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $43,307 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,844 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,606 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,570 | $46,173-40.3% | $170,435-83.8% | $69,631-60.4% |
| Participation rate | 58.9% | 63.9%-5.0pp | 83.6%-24.7pp | 70.7%-11.8pp |
| Annual return | 16.28% | 21.62%-5.3pp | 205.94%-189.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,075 | $1,610-33.2% | $5,432-80.2% | $2,032-47.1% |
| Participant deferral / active EE | $564 | $2,080-72.9% | $4,939-88.6% | $3,224-82.5% |
| Admin fee / account holder | $95 | $116-17.7% | $13,881-99.3% | $110-13.6% |