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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $83,997 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $400 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $377 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $50 |
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 | $15,033 | $46,173-67.4% | $170,435-91.2% | $69,631-78.4% |
| Participation rate | 87.1% | 63.9%+23.2pp | 83.6%+3.5pp | 70.7%+16.5pp |
| Annual return | 13.41% | 21.62%-8.2pp | 205.94%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,142 | $1,610-29.1% | $5,432-79.0% | $2,032-43.8% |
| Participant deferral / active EE | $887 | $2,080-57.4% | $4,939-82.0% | $3,224-72.5% |
| Admin fee / account holder | $130 | $116+12.5% | $13,881-99.1% | $110+18.1% |