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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $12,757 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1145070 | Contract Administrator | $2,300 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $30 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,045 | $36,916+306.4% | $156,551-4.2% | $57,658+160.2% |
| Participation rate | 91.9% | 63.4%+28.4pp | 84.0%+7.9pp | 70.2%+21.7pp |
| Annual return | 7.84% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,386 | $1,571-11.7% | $5,501-74.8% | $1,974-29.8% |
| Participant deferral / active EE | $5,816 | $1,926+202.0% | $4,871+19.4% | $3,061+90.0% |
| Admin fee / account holder | $45 | $82-45.2% | $13,028-99.7% | $95-52.2% |