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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 | $2,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,681 | $51,769-71.6% | $57,356-74.4% | $52,331-71.9% |
| Participation rate | 39.5% | 75.2%-35.7pp | 75.1%-35.6pp | 68.1%-28.6pp |
| Annual return | 10.89% | 2.43%+8.5pp | 24.41%-13.5pp | 4.54%+6.3pp |
| Employer contribution / active EE | $1,130 | $2,335-51.6% | $2,689-58.0% | $1,882-39.9% |
| Participant deferral / active EE | $1,762 | $2,794-36.9% | $3,162-44.3% | $3,022-41.7% |
| Admin fee / account holder | $23 | $295-92.1% | $3,357-99.3% | $592-96.1% |