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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 65 · EIN 13-5581829 | Account Maintenance | $16,742 |
USI CONSULTING GROUP5+ years Service code 12 · EIN 06-1053228 | Claims processing; Recordkeeping fees... | $10,866 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,152 | $58,655+34.9% | $91,989-14.0% | $65,185+21.4% |
| Participation rate | 85.3% | 75.3%+10.0pp | 78.6%+6.6pp | 70.2%+15.1pp |
| Annual return | 17.60% | 33.92%-16.3pp | 69.02%-51.4pp | 29.38%-11.8pp |
| Employer contribution / active EE | $857 | $2,080-58.8% | $3,452-75.2% | $2,177-60.6% |
| Participant deferral / active EE | $2,466 | $5,474-55.0% | $5,923-58.4% | $3,514-29.8% |
| Admin fee / account holder | $137 | $434-68.4% | $7,743-98.2% | $847-83.8% |