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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $258,579 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 15 · EIN 25-1211909 | Recordkeeping | $180,678 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $58,500 |
TUCKER ARENSBERG2+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $21,440 |
DICLAUDIO & KRAMER, LLC2+ years Service code 10 · EIN 27-0889793 | Accounting | $16,000 |
ALLAN BATES AND ASSOCIATES2+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $5,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,752 | $54,392+48.5% | $84,753-4.7% | $63,975+26.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.17% | 611.38%-605.2pp | 22.78%-16.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $4,773 | $2,943+62.2% | $3,574+33.5% | $2,182+118.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $276 | $136+103.6% | $5,333-94.8% | $70+292.6% |