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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services | $209,045 |
I.E. SHAFFER & CO.2 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $71,526 |
PFM ADVISORS3+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
MSPC3+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $15,300 |
Service code 29 · EIN 22-2353673 | Legal | $7,500 |
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 | $104,209 | $221,442-52.9% | $92,240+13.0% | $77,958+33.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 10.44% | 15.65%-5.2pp | 176.29%-165.8pp | 20.87%-10.4pp |
| Employer contribution / active EE | $7,283 | $3,226+125.8% | $3,680+97.9% | $2,310+215.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $76 | $210-63.7% | $5,194-98.5% | $97-21.8% |