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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $232,231 |
Filed as: EMPOWER Service code 15 · EIN 84-1455663 | Recordkeeping | $116,987 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
TUCKER ARENSBERG10+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $34,723 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $19,054 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $12,307 |
ALLAN BATES AND ASSOCIATES10+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $7,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,796 | $241,850-50.9% | $102,437+16.0% | $200,096-40.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.05% | 17.67%-7.6pp | 24.95%-14.9pp | 34.26%-24.2pp |
| Employer contribution / active EE | $8,217 | $4,253+93.2% | $3,871+112.3% | $3,038+170.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $351 | $288+21.9% | $8,388-95.8% | $269+30.3% |