Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PROMANAGE LLC1+ years Service code 16 · EIN 76-0767808 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Consulting | $23,215 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES, INC. Service code 55 · EIN 13-3175978 1095 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $13,198 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,588 | $37,117-28.4% | $147,617-82.0% | $55,191-51.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,584 | $1,620+59.4% | $5,564-53.6% | $1,899+36.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $20 | $86-76.2% | $11,612-99.8% | $91-77.5% |