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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 | $3,819 |
Filed as: FIDELITY INV. INST OP CO, INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,039 | $46,360-52.5% | $147,617-85.1% | $52,331-57.9% |
| Participation rate | 49.7% | 64.9%-15.2pp | 84.6%-34.9pp | 68.1%-18.4pp |
| Annual return | 0.51% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,383 | $2,258-38.8% | $4,895-71.8% | $3,022-54.3% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.8% |