Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL PLANNING CORPORATION1+ years Filed as: NATIONAL PLANNING CORP Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $14,099 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $9,653 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 | Other Commissions | $1,872 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,936 | $46,360-35.4% | $147,618-79.7% | $52,331-42.8% |
| Participation rate | 47.8% | 64.9%-17.2pp | 84.6%-36.9pp | 68.1%-20.3pp |
| Annual return | 0.20% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,625 | $2,126-23.6% | $5,565-70.8% | $1,882-13.6% |
| Participant deferral / active EE | $1,944 | $2,258-13.9% | $4,895-60.3% | $3,022-35.7% |
| Admin fee / account holder | $216 | $766-71.8% | $11,612-98.1% | $592-63.5% |