Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, ND 28277 | Recordkeeping Fees | $726 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,871 | $46,732-83.2% | $156,551-95.0% | $55,167-85.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.17% | 17.72%-13.5pp | 32.23%-28.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $429 | $2,105-79.6% | $5,501-92.2% | $1,963-78.1% |
| Participant deferral / active EE | $851 | $2,204-61.4% | $4,871-82.5% | $3,054-72.2% |
| Admin fee / account holder | $2 | $418-99.5% | $13,028-100.0% | $504-99.6% |