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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,113 |
Filed as: NYLIFE SECURITIES LLC Service code 22 · EIN 27-0145686 | Insurance Broker | $10,410 |
METRO BENEFITS, INC.4 years Filed as: METRO BENEFITS, I NC Service code 15 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Recordkeeping | $2,665 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,887 | $55,446-78.6% | $155,574-92.4% | $74,429-84.0% |
| Participation rate | 76.3% | 61.9%+14.4pp | 78.2%-1.9pp | 67.2%+9.1pp |
| Annual return | 9.27% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $506 | $2,266-77.7% | $4,676-89.2% | $2,625-80.7% |
| Participant deferral / active EE | $1,531 | $2,836-46.0% | $5,629-72.8% | $4,348-64.8% |
| Admin fee / account holder | $82 | $1,743-95.3% | $15,914-99.5% | $1,944-95.8% |