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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $13,457 | $46,360-71.0% | $147,617-90.9% | $52,331-74.3% |
| Participation rate | 63.6% | 64.9%-1.4pp | 84.6%-21.1pp | 68.1%-4.6pp |
| Annual return | 16.49% | 1.62%+14.9pp | 61.98%-45.5pp | 4.54%+11.9pp |
| Employer contribution / active EE | $2,926 | $2,126+37.6% | $5,564-47.4% | $1,882+55.5% |
| Participant deferral / active EE | $460 | $2,258-79.6% | $4,895-90.6% | $3,022-84.8% |
| Admin fee / account holder | $39 | $766-94.9% | $11,612-99.7% | $592-93.3% |