| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $115,522 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,346 |
Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,092 | $96,900-35.9% | $111,392-44.3% | $75,289-17.5% |
| Participation rate | 74.3% | 85.9%-11.7pp | 78.9%-4.6pp | 72.4%+1.9pp |
| Annual return | -8.01% | 1.66%-9.7pp | -2.06%-5.9pp | -0.04%-8.0pp |
| Employer contribution / active EE | $1,397 | $5,520-74.7% | $4,328-67.7% | $2,405-41.9% |
| Participant deferral / active EE | $3,568 | $6,494-45.0% | $5,567-35.9% | $3,739-4.6% |
| Admin fee / account holder | $198 | $105+88.4% | $12,266-98.4% | $102+93.5% |