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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping Fees | $29,755 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,558 |
Filed as: MML INVESTOR SERVICES Service code 55 | Other Commissions | $752 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $372 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,897 | $36,916-8.2% | $156,551-78.3% | $57,658-41.2% |
| Participation rate | 30.7% | 63.4%-32.7pp | 84.0%-53.3pp | 70.2%-39.5pp |
| Annual return | 9.35% | 12.38%-3.0pp | 32.23%-22.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $448 | $1,571-71.5% | $5,501-91.9% | $1,974-77.3% |
| Participant deferral / active EE | $1,704 | $1,926-11.5% | $4,871-65.0% | $3,061-44.3% |
| Admin fee / account holder | $7 | $82-91.1% | $13,028-99.9% | $95-92.3% |