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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Direct payment from the plan; Insuran... | $214,501 |
I.E. SHAFFER & CO.3 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $124,404 |
PFM ADVISORS4+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
MSPC4+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $15,000 |
Service code 29 · EIN 22-2353673 | Legal | $6,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,471 | $60,396+74.6% | $83,831+25.8% | $75,289+40.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -1.32% | 3.84%-5.2pp | 850.99%-852.3pp | -0.04%-1.3pp |
| Employer contribution / active EE | $7,813 | $3,343+133.7% | $3,631+115.2% | $2,405+224.9% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $107 | $141-24.2% | $5,479-98.0% | $102+4.6% |