Filed February 20, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 N.COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $48,222 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 12 BROAD STREET, 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $46,414 |
NERAL & COMPANY, PA1 year Service code 10 · EIN 22-2321692 PO BOX 1727 · WALL, NJ 07719 | Accounting | $12,000 |
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 | $23,856 | $45,382-47.4% | $154,108-84.5% | $75,289-68.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -5.03% | -0.47%-4.6pp | 735.21%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,488 | $1,533+62.3% | $5,298-53.0% | $2,405+3.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $66 | $89-26.7% | $13,411-99.5% | $102-36.0% |