See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services; Direct payment fr... | $241,743 |
I.E. SHAFFER & CO.9 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $197,466 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $45,000 |
MSPC10+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $41,099 |
PFM ADVISORS10+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
Service code 29 · EIN 22-2353673 | Legal | $27,656 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $15,000 |
ALLSPRING3 years Filed as: ALLSPRING FUNDS MANAGEMENT, LLC Service code 28 1415 VANTAGE PARK DRIVE, 3RD FLOOR · CHARLOTTE, NC 28203 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 94-2948313 | Investment Management | $0 |
DODGE & COX4 years Service code 28 · EIN 25-6201104 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,967 | $82,917+88.1% | $103,333+50.9% | $77,643+100.9% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 11.43% | 19.13%-7.7pp | 24.88%-13.5pp | 31.24%-19.8pp |
| Employer contribution / active EE | $15,251 | $3,552+329.4% | $3,868+294.3% | $2,726+459.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $199 | $638-68.8% | $8,355-97.6% | $430-53.7% |