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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services | $188,288 |
Filed as: NEW YORK LIFE TRUST COMPANY Service code 19 · EIN 52-2206685 | Securities Custodian | $138,272 |
PFM ADVISORS1+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
MSPC1+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $13,000 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY, SCARAGGI, BORG Service code 29 · EIN 22-2221479 | Legal | $9,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,799 | $55,516+56.3% | $75,784+14.5% | $59,188+46.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 1.40% | -1.89%+3.3pp | 9.68%-8.3pp | 5.51%-4.1pp |
| Employer contribution / active EE | $6,126 | $2,604+135.3% | $3,323+84.3% | $2,098+192.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $109 | $110-1.0% | $5,300-97.9% | $92+18.1% |