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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORHT COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $26,189 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 10 6201 UPTOWN BLVD NE SUITE 100 · ALBUQUERQUE, NM 87110 | Accounting | $11,571 |
Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $245 |
Filed as: MML INVESTOR SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,371 | $46,100-47.1% | $86,597-71.9% | $69,631-65.0% |
| Participation rate | 60.5% | 67.2%-6.6pp | 73.5%-13.0pp | 70.7%-10.1pp |
| Annual return | 9.32% | 21.02%-11.7pp | 964.96%-955.6pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $1,155 | $1,850-37.6% | $2,840-59.3% | $2,032-43.2% |
| Participant deferral / active EE | $946 | $2,432-61.1% | $3,609-73.8% | $3,224-70.6% |
| Admin fee / account holder | $86 | $94-7.9% | $4,906-98.2% | $110-21.8% |