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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 |
18 funds of $250K or more; 22 lines in all, holding $29.7M of the plan's $30.4M. From the 2025 filing. Recordkeeper: MetLife.
Target-date series: T. Rowe Price Retirement, other, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Insurance contract Target-date, 12 vintages | $20.4M | 68.7% |
| Rate of Interest, Collateral, Par, or Maturity Value MetLife · Insurance contract Recordkeeper's own fund | $2.3M | 7.6% |
| T. Rowe Price Blue Chip Growth ADV T. Rowe Price · Insurance contract | $2.1M | 7.0% |
| Columbia Large Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Insurance contract Index | $1.2M | 4.1% |
| Metropolitan Touchstone Mid Cap Growth A Western & Southern · Insurance contract | $501K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $405K | 1.4% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Insurance contract | $356K | 1.2% |
| MFS Value Fund A MFS (Sun Life) · Insurance contract | $342K | 1.2% |
| Lazard Emerging Markets Open Lazard · Insurance contract | $273K | 0.9% |
| Artisan International Value Artisan Partners · Insurance contract | $271K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.