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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC. Service code 16 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Consulting | $16,000 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $15,696 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,021 | $37,117-51.4% | $147,617-87.8% | $55,191-67.3% |
| Participation rate | 28.6% | 63.6%-35.1pp | 84.6%-56.1pp | 69.2%-40.6pp |
| Annual return | 0.94% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $773 | $1,985-61.1% | $4,895-84.2% | $3,046-74.6% |
| Admin fee / account holder | $114 | $86+33.7% | $11,612-99.0% | $91+26.0% |