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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 | $149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,069 | $46,360-37.3% | $147,617-80.3% | $52,331-44.5% |
| Participation rate | 53.0% | 64.9%-11.9pp | 84.6%-31.6pp | 68.1%-15.1pp |
| Annual return | 2.31% | 1.62%+0.7pp | 61.98%-59.7pp | 4.54%-2.2pp |
| Employer contribution / active EE | $218 | $2,126-89.8% | $5,564-96.1% | $1,882-88.4% |
| Participant deferral / active EE | $1,003 | $2,258-55.6% | $4,895-79.5% | $3,022-66.8% |
| Admin fee / account holder | $2 | $766-99.8% | $11,612-100.0% | $592-99.7% |