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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $28,309 |
PROMANAGE LLC2+ years Service code 16 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Consulting | $2,333 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,815 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $372 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,504 | $41,281+92.6% | $109,313-27.3% | $57,658+37.9% |
| Participation rate | 3.8% | 59.3%-55.6pp | 71.3%-67.5pp | 70.2%-66.5pp |
| Annual return | 7.63% | 8.97%-1.3pp | 22.07%-14.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $282 | $1,201-76.5% | $3,892-92.7% | $1,974-85.7% |
| Participant deferral / active EE | $878 | $2,223-60.5% | $3,166-72.3% | $3,061-71.3% |
| Admin fee / account holder | $168 | $75+123.8% | $5,666-97.0% | $95+78.1% |