Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHORE MEMORIAL HOSPITAL Service code 16 100 MEDICAL CENTER · SOMERS POINT, NJ 08244 | Consulting | $58,157 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $27,976 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,915 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,393 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,282 |
NATIONWIDE2+ years Service code 64 · EIN 31-4156830 PO BOX 182021 · COLUMBUS, OH 43272 | Recordkeeping Fees | $360 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,900 | $36,926+16.2% | $156,551-72.6% | $57,661-25.6% |
| Participation rate | 85.6% | 63.4%+22.2pp | 84.0%+1.6pp | 70.2%+15.4pp |
| Annual return | 6.34% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,801 | $1,926-6.5% | $4,871-63.0% | $3,061-41.1% |
| Admin fee / account holder | $115 | $83+39.0% | $13,028-99.1% | $95+21.3% |