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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $4,083 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,112 | $38,925-7.2% | $73,836-51.1% | $55,191-34.6% |
| Participation rate | 59.5% | 66.0%-6.6pp | 73.4%-14.0pp | 69.2%-9.7pp |
| Annual return | 0.45% | 6.31%-5.9pp | 2268.06%-2267.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,208 | $1,695+89.3% | $2,787+15.1% | $1,899+69.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-99.9% | $4,882-100.0% | $91-99.9% |