Filed February 18, 2020
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $1,380 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,199 | $46,360-54.3% | $147,617-85.6% | $52,331-59.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.12% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $917 | $2,126-56.9% | $5,564-83.5% | $1,882-51.3% |
| Participant deferral / active EE | $2,360 | $2,258+4.6% | $4,895-51.8% | $3,022-21.9% |
| Admin fee / account holder | $5 | $766-99.3% | $11,612-100.0% | $592-99.1% |