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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $6,191 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $4,690 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,867 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,667 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,030 | $37,213-24.7% | $156,551-82.1% | $63,975-56.2% |
| Participation rate | 72.6% | 65.0%+7.6pp | 84.0%-11.5pp | 71.1%+1.4pp |
| Annual return | 6.35% | 47.89%-41.5pp | 32.23%-25.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,747 | $2,070-15.6% | $4,871-64.1% | $3,356-47.9% |
| Admin fee / account holder | $2 | $56-96.3% | $13,028-100.0% | $70-97.1% |