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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services | $198,571 |
Filed as: NEW YORK LIFE TRUST COMPANY Service code 19 · EIN 52-2206685 | Securities Custodian | $107,677 |
PFM ADVISORS2+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $17,759 |
MSPC2+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $13,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,297 | $54,392+69.7% | $84,753+8.9% | $63,975+44.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.50% | 611.38%-606.9pp | 22.78%-18.3pp | 48.65%-44.1pp |
| Employer contribution / active EE | $7,245 | $2,943+146.2% | $3,574+102.7% | $2,182+232.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $209 | $136+54.1% | $5,333-96.1% | $70+197.2% |