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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,075 | $37,196-70.2% | $154,108-92.8% | $55,725-80.1% |
| Participation rate | 98.8% | 64.1%+34.7pp | 83.0%+15.7pp | 70.9%+27.9pp |
| Annual return | -1.79% | 1319.68%-1321.5pp | 735.21%-737.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $337 | $1,614-79.1% | $5,298-93.6% | $2,078-83.8% |
| Participant deferral / active EE | $1,320 | $2,068-36.2% | $5,081-74.0% | $3,356-60.7% |
| Admin fee / account holder | $21 | $102-79.0% | $13,411-99.8% | $115-81.5% |