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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Other Commissions | $28,219 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,845 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Contract Administrator | $1,615 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,794 | $57,108+57.2% | $94,228-4.7% | $52,331+71.6% |
| Participation rate | 60.2% | 72.9%-12.7pp | 78.8%-18.5pp | 68.1%-7.9pp |
| Annual return | 1.13% | 1.47%-0.3pp | 10.68%-9.6pp | 4.54%-3.4pp |
| Employer contribution / active EE | $796 | $1,735-54.1% | $3,587-77.8% | $1,882-57.7% |
| Participant deferral / active EE | $6,612 | $3,040+117.5% | $4,320+53.0% | $3,022+118.8% |
| Admin fee / account holder | $39 | $546-92.8% | $6,269-99.4% | $592-93.3% |