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 COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $8,453 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 | Other Commissions | $2,212 |
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 | $50,142 | $46,360+8.2% | $147,617-66.0% | $52,331-4.2% |
| Participation rate | 84.4% | 64.9%+19.5pp | 84.6%-0.2pp | 68.1%+16.3pp |
| Annual return | -0.28% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,662 | $2,126-21.8% | $5,564-70.1% | $1,882-11.7% |
| Participant deferral / active EE | $3,684 | $2,258+63.2% | $4,895-24.7% | $3,022+21.9% |
| Admin fee / account holder | $84 | $766-89.0% | $11,612-99.3% | $592-85.8% |