| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 51 P O BOX 5488 · BOSTON, MA 02206 | Investment Mgmt Fees | $115,604 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $45,031 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $19,438 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Distribution (1... | $514 |
Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,792 | $96,900+354.9% | $111,392+295.7% | $75,289+485.5% |
| Participation rate | 74.3% | 85.9%-11.7pp | 78.9%-4.6pp | 72.4%+1.9pp |
| Annual return | -6.56% | 1.66%-8.2pp | -2.06%-4.5pp | -0.04%-6.5pp |
| Employer contribution / active EE | $24,767 | $5,520+348.7% | $4,328+472.3% | $2,405+929.8% |
| Participant deferral / active EE | $24,547 | $6,494+278.0% | $5,567+340.9% | $3,739+556.6% |
| Admin fee / account holder | $925 | $105+780.3% | $12,266-92.5% | $102+804.2% |