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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 | $12,132 | $62,928-80.7% | $172,753-93.0% | $67,582-82.0% |
| Participation rate | 85.5% | 64.5%+21.0pp | 82.6%+2.8pp | 71.3%+14.2pp |
| Annual return | 24.54% | 30.36%-5.8pp | 803.00%-778.5pp | 378.57%-354.0pp |
| Employer contribution / active EE | $305 | $1,636-81.4% | $5,144-94.1% | $2,148-85.8% |
| Participant deferral / active EE | $1,265 | $2,145-41.0% | $5,198-75.7% | $3,539-64.3% |
| Admin fee / account holder | $24 | $167-85.4% | $13,956-99.8% | $142-82.9% |