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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,643 | $85,171-13.5% | $172,752-57.4% | $72,975+0.9% |
| Participation rate | 53.1% | 70.1%-17.0pp | 82.6%-29.6pp | 69.5%-16.4pp |
| Annual return | 5.56% | 27.32%-21.8pp | 802.97%-797.4pp | 81.01%-75.5pp |
| Employer contribution / active EE | $843 | $3,324-74.6% | $5,144-83.6% | $2,440-65.5% |
| Participant deferral / active EE | $2,454 | $3,260-24.7% | $5,198-52.8% | $3,608-32.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |