| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $249,509 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $33,376 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $9,546 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $5,984 |
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 | $29,519 | $37,213-20.7% | $156,551-81.1% | $63,975-53.9% |
| Participation rate | 89.3% | 65.0%+24.3pp | 84.0%+5.3pp | 71.1%+18.1pp |
| Annual return | 8.96% | 47.89%-38.9pp | 32.23%-23.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,626 | $1,357+93.6% | $5,501-52.3% | $2,182+20.4% |
| Participant deferral / active EE | $3,108 | $2,070+50.2% | $4,871-36.2% | $3,356-7.4% |
| Admin fee / account holder | $114 | $56+102.8% | $13,028-99.1% | $70+62.1% |