Filed July 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,525 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Other Commissions | $9,158 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
NEW ENGLAND SECURITIES1+ years Service code 55 PO BOX 6901 · SOMERSET, NJ 088756901 | Other Commissions | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,542 | $72,770-58.0% | $67,652-54.9% | $55,191-44.7% |
| Participation rate | 30.3% | 78.8%-48.4pp | 75.7%-45.3pp | 69.2%-38.8pp |
| Annual return | 0.91% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $654 | $1,769-63.1% | $2,266-71.2% | $1,899-65.6% |
| Participant deferral / active EE | $996 | $3,408-70.8% | $3,560-72.0% | $3,046-67.3% |
| Admin fee / account holder | $70 | $79-11.1% | $4,821-98.5% | $91-22.8% |