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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY10+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,472 | $51,878+28.1% | $68,368-2.8% | $79,634-16.5% |
| Participation rate | 69.7% | 53.7%+16.0pp | 73.8%-4.1pp | 62.5%+7.2pp |
| Annual return | 14.30% | 137.43%-123.1pp | 292.57%-278.3pp | 36.46%-22.2pp |
| Employer contribution / active EE | $5,364 | $1,931+177.8% | $2,649+102.5% | $2,529+112.1% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1 | $942-99.9% | $5,150-100.0% | $1,002-99.9% |