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| Provider | Service type | Compensation |
|---|---|---|
METRO BENEFITS, INC.2+ years Filed as: METRO BENEFITS, INC Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Pension Consulting | $930 |
Service code 15 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,980 | $50,637-34.9% | $86,597-61.9% | $62,293-47.1% |
| Participation rate | 67.4% | 67.9%-0.4pp | 73.5%-6.1pp | 69.5%-2.1pp |
| Annual return | 12.38% | 20.80%-8.4pp | 964.96%-952.6pp | 28.90%-16.5pp |
| Employer contribution / active EE | $579 | $2,075-72.1% | $2,840-79.6% | $2,042-71.7% |
| Participant deferral / active EE | $2,033 | $2,611-22.1% | $3,609-43.7% | $3,169-35.9% |
| Admin fee / account holder | $10 | $413-97.5% | $4,906-99.8% | $479-97.8% |