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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $10,579 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $961 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,340 | $63,314-23.7% | $91,004-46.9% | $62,293-22.4% |
| Participation rate | 86.6% | 73.3%+13.3pp | 75.6%+11.0pp | 69.5%+17.1pp |
| Annual return | 5.74% | 21.00%-15.3pp | 4.60%+1.1pp | 28.90%-23.2pp |
| Employer contribution / active EE | $1,051 | $1,807-41.8% | $2,456-57.2% | $2,042-48.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $122 | $468-74.0% | $5,417-97.8% | $479-74.6% |