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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $224,429 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $98,898 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $51,498 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $5,480 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,957 | $113,995-15.8% | $127,761-24.9% | $77,787+23.4% |
| Participation rate | 99.3% | 85.7%+13.6pp | 79.0%+20.3pp | 73.2%+26.1pp |
| Annual return | 20.20% | 26.09%-5.9pp | 26.14%-5.9pp | 32.57%-12.4pp |
| Employer contribution / active EE | $2,350 | $6,012-60.9% | $4,574-48.6% | $2,504-6.2% |
| Participant deferral / active EE | $5,869 | $7,267-19.2% | $6,021-2.5% | $3,967+47.9% |
| Admin fee / account holder | $201 | $108+86.8% | $9,395-97.9% | $100+101.2% |