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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,329 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $51 |
Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $32 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,064 | $46,732-54.9% | $156,551-86.5% | $55,167-61.8% |
| Participation rate | 79.9% | 65.8%+14.1pp | 84.0%-4.1pp | 69.0%+10.9pp |
| Annual return | 4.40% | 17.72%-13.3pp | 32.23%-27.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $477 | $2,105-77.3% | $5,501-91.3% | $1,963-75.7% |
| Participant deferral / active EE | $458 | $2,204-79.2% | $4,871-90.6% | $3,054-85.0% |
| Admin fee / account holder | $10 | $418-97.7% | $13,028-99.9% | $504-98.1% |