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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services; Direct payment fr... | $231,237 |
I.E. SHAFFER & CO.6 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $116,297 |
PFM ADVISORS7+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
MSPC7+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $26,887 |
Service code 29 · EIN 22-2353673 | Legal | $7,980 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 94-2948313 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 25-6201104 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 28 · EIN 06-1220435 | Investment Management | $0 |
Filed as: FMR CO, INC (FMRC) Service code 28 · EIN 04-3472540 | Investment Management | $0 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 20-4776225 | Investment Management | $0 |
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 | $147,800 | $78,275+88.8% | $109,191+35.4% | $86,828+70.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 9.68% | 19.14%-9.5pp | 25.76%-16.1pp | 97.95%-88.3pp |
| Employer contribution / active EE | $12,785 | $3,105+311.8% | $3,723+243.4% | $2,406+431.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $114 | $198-42.4% | $6,756-98.3% | $170-32.6% |