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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $79,629 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,089 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,007 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,584 | $36,916-0.9% | $156,551-76.6% | $57,658-36.6% |
| Participation rate | 57.9% | 63.4%-5.5pp | 84.0%-26.1pp | 70.2%-12.3pp |
| Annual return | 5.50% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $400 | $1,571-74.5% | $5,501-92.7% | $1,974-79.7% |
| Participant deferral / active EE | $1,611 | $1,926-16.4% | $4,871-66.9% | $3,061-47.4% |
| Admin fee / account holder | $180 | $82+117.9% | $13,028-98.6% | $95+90.1% |