| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $274,043 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $99,102 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,927 |
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 | $122,983 | $92,303+33.2% | $152,473-19.3% | $86,828+41.6% |
| Participation rate | 99.8% | 81.1%+18.7pp | 78.2%+21.6pp | 72.3%+27.5pp |
| Annual return | 12.58% | 531.69%-519.1pp | 757.59%-745.0pp | 97.95%-85.4pp |
| Employer contribution / active EE | $2,811 | $3,748-25.0% | $4,326-35.0% | $2,406+16.8% |
| Participant deferral / active EE | $7,640 | $5,599+36.5% | $5,817+31.3% | $4,132+84.9% |
| Admin fee / account holder | $258 | $150+71.8% | $15,811-98.4% | $170+51.9% |