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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $88,914 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $450 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $420 |
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 | $24,789 | $46,173-46.3% | $170,435-85.5% | $69,631-64.4% |
| Participation rate | 64.5% | 63.9%+0.6pp | 83.6%-19.1pp | 70.7%-6.2pp |
| Annual return | 14.74% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $489 | $1,610-69.6% | $5,432-91.0% | $2,032-75.9% |
| Participant deferral / active EE | $1,913 | $2,080-8.0% | $4,939-61.3% | $3,224-40.6% |
| Admin fee / account holder | $123 | $116+6.5% | $13,881-99.1% | $110+11.8% |