Filed April 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978 | Insurance Commissions | $94,558 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,149 |
Filed as: THE RETIREMENT ADVANTAGE - APPLETON Service code 13 · EIN 36-1816008 | Contract Administrator | $3,529 |
Filed as: MASSACHUSETTS MUUTAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,832 | $74,024-9.7% | $78,002-14.3% | $57,658+15.9% |
| Participation rate | 96.7% | 79.7%+17.0pp | 75.5%+21.2pp | 70.2%+26.5pp |
| Annual return | 5.78% | 12.14%-6.4pp | 425.99%-420.2pp | 5.13%+0.6pp |
| Employer contribution / active EE | $2,054 | $2,365-13.2% | $2,470-16.9% | $1,974+4.1% |
| Participant deferral / active EE | $3,591 | $3,533+1.6% | $3,497+2.7% | $3,061+17.3% |
| Admin fee / account holder | $35 | $93-62.4% | $5,481-99.4% | $95-62.9% |