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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $66,907 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,582 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $731 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $727 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $31 |
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 | $16,702 | $36,916-54.8% | $156,551-89.3% | $57,658-71.0% |
| Participation rate | 75.1% | 63.4%+11.7pp | 84.0%-8.9pp | 70.2%+4.9pp |
| Annual return | 6.03% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,147 | $1,571-27.0% | $5,501-79.2% | $1,974-41.9% |
| Participant deferral / active EE | $876 | $1,926-54.5% | $4,871-82.0% | $3,061-71.4% |
| Admin fee / account holder | $142 | $82+72.7% | $13,028-98.9% | $95+50.7% |