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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,100 | $56,540-71.5% | $185,849-91.3% | $86,821-81.5% |
| Participation rate | 99.3% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.0pp |
| Annual return | 11.62% | 118.20%-106.6pp | 122.10%-110.5pp | 97.94%-86.3pp |
| Employer contribution / active EE | $1,247 | $1,844-32.4% | $5,169-75.9% | $2,406-48.2% |
| Participant deferral / active EE | $2,404 | $2,555-5.9% | $5,569-56.8% | $4,132-41.8% |
| Admin fee / account holder | $39 | $150-73.8% | $16,244-99.8% | $170-76.9% |