| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,043 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $778 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $313 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $204 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,043 | $77,638-83.2% | $156,551-91.7% | $62,881-79.3% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | 6.27% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,187 | $3,444-65.5% | $5,501-78.4% | $2,281-47.9% |
| Participant deferral / active EE | $1,857 | $3,046-39.0% | $4,871-61.9% | $3,203-42.0% |
| Admin fee / account holder | $46 | $5,561-99.2% | $13,028-99.6% | $4,296-98.9% |