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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $360 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,635 | $46,732-92.2% | $156,551-97.7% | $55,167-93.4% |
| Participation rate | 96.2% | 65.8%+30.4pp | 84.0%+12.2pp | 69.0%+27.2pp |
| Annual return | 4.67% | 17.72%-13.1pp | 32.23%-27.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $385 | $2,105-81.7% | $5,501-93.0% | $1,963-80.4% |
| Participant deferral / active EE | $309 | $2,204-86.0% | $4,871-93.6% | $3,054-89.9% |
| Admin fee / account holder | $3 | $418-99.3% | $13,028-100.0% | $504-99.4% |