| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $240,328 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $91,242 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $49,131 |
COWEN & COMPANY LLC2 years Service code 50 · EIN 84-1702964 | Direct Payment | $5,490 |
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 | $108,229 | $130,084-16.8% | $138,135-21.6% | $90,274+19.9% |
| Participation rate | 99.6% | 86.0%+13.6pp | 78.7%+20.9pp | 73.4%+26.3pp |
| Annual return | 10.87% | 14.63%-3.8pp | 20.51%-9.6pp | 53.97%-43.1pp |
| Employer contribution / active EE | $3,275 | $5,865-44.2% | $5,587-41.4% | $2,523+29.8% |
| Participant deferral / active EE | $6,597 | $7,099-7.1% | $6,431+2.6% | $4,231+55.9% |
| Admin fee / account holder | $223 | $187+19.4% | $11,856-98.1% | $114+95.3% |