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 COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $6,511 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $6,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,926 | $37,117+23.7% | $147,617-68.9% | $55,191-16.8% |
| Participation rate | 29.6% | 63.6%-34.0pp | 84.6%-55.0pp | 69.2%-39.6pp |
| Annual return | 20.28% | 3.44%+16.8pp | 61.98%-41.7pp | 10.78%+9.5pp |
| Employer contribution / active EE | $645 | $1,620-60.2% | $5,564-88.4% | $1,899-66.0% |
| Participant deferral / active EE | $1,112 | $1,985-44.0% | $4,895-77.3% | $3,046-63.5% |
| Admin fee / account holder | $48 | $86-43.4% | $11,612-99.6% | $91-46.6% |