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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,906 |
1 fund of $250K or more; 8 lines in all, holding $1.2M of the plan's $1.2M. From the 2024 filing. Recordkeeper: MetLife.
Target-date series: Fidelity Freedom, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Bhft- MFS Value Class A MFS (Sun Life) · Mutual fund | $782K | 66.9% |
| Separate Accounts American Funds Insurance Series Capital Group · Separate account | $141K | 12.1% |
| American Funds Growth Fund 2 Capital Group · Mutual fund | $85K | 7.3% |
| Fidelity (R) VIP Growth Fidelity (FMR) · Mutual fund | $85K | 7.2% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 5 vintages | $60K | 5.2% |
| Bhft- Brighthouse Asset Alloc 60 A Manager not matched · Other | $10K | 0.9% |
| Metlife - Forfeitures MetLife · Other Recordkeeper's own fund | $5K | 0.5% |
| Bhft- T. Rowe Price Large Cap Gr Variable Annuities T. Rowe Price · Mutual fund | $132 | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.