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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY10+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $5,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,995 | $64,705-27.4% | $62,929-25.3% | $67,986-30.9% |
| Participation rate | 51.0% | 65.6%-14.6pp | 73.1%-22.1pp | 57.2%-6.2pp |
| Annual return | 14.76% | 20.31%-5.5pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,625 | $2,376-31.6% | $2,505-35.1% | $2,019-19.5% |
| Participant deferral / active EE | $3,239 | $3,198+1.3% | $3,888-16.7% | $3,358-3.5% |
| Admin fee / account holder | $22 | $1,428-98.5% | $5,065-99.6% | $3,203-99.3% |