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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1+ years Filed as: COHNREZNICK, LLP Service code 10 12121 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $8,724 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $0 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,401 | $43,423-25.4% | $78,689-58.8% | $55,167-41.3% |
| Participation rate | 29.3% | 68.0%-38.7pp | 73.6%-44.3pp | 69.0%-39.7pp |
| Annual return | -0.27% | 11.53%-11.8pp | 62.18%-62.4pp | 169.23%-169.5pp |
| Employer contribution / active EE | $203 | $1,997-89.8% | $2,851-92.9% | $1,963-89.7% |
| Participant deferral / active EE | $1,025 | $2,509-59.1% | $3,517-70.8% | $3,054-66.4% |
| Admin fee / account holder | $27 | $416-93.5% | $4,510-99.4% | $504-94.7% |