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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services; Direct payment fr... | $226,079 |
I.E. SHAFFER & CO.5 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $159,231 |
MSPC6+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $30,187 |
PFM ADVISORS6+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
Service code 29 · EIN 22-2353673 | Legal | $23,441 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,195 | $91,517+47.7% | $101,275+33.5% | $73,415+84.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 10.53% | 17.17%-6.6pp | 46.46%-35.9pp | 59.30%-48.8pp |
| Employer contribution / active EE | $11,474 | $2,877+298.9% | $3,660+213.5% | $2,234+413.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $147 | $216-32.0% | $5,948-97.5% | $158-7.0% |