Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
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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 | $32,945 |
COOK STREET CONSULTING1+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 5299 DTC BOULEVARD, SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $27,308 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $8,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,969 | $70,002+44.2% | $115,038-12.2% | $52,331+92.9% |
| Participation rate | 93.6% | 72.1%+21.5pp | 81.4%+12.2pp | 68.1%+25.5pp |
| Annual return | 0.86% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $5,715 | $2,715+110.5% | $4,608+24.0% | $1,882+203.7% |
| Participant deferral / active EE | $4,739 | $4,920-3.7% | $6,026-21.4% | $3,022+56.8% |
| Admin fee / account holder | $309 | $566-45.4% | $8,175-96.2% | $592-47.8% |