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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $252,770 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 15 · EIN 25-1211909 | Recordkeeping | $185,737 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $58,500 |
TUCKER ARENSBERG3+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $26,141 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $16,000 |
ALLAN BATES AND ASSOCIATES3+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $6,800 |
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 | $84,798 | $221,442-61.7% | $92,240-8.1% | $77,958+8.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.98% | 15.65%-5.7pp | 176.29%-166.3pp | 20.87%-10.9pp |
| Employer contribution / active EE | $6,384 | $3,226+97.9% | $3,680+73.5% | $2,310+176.3% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $273 | $210+30.3% | $5,194-94.7% | $97+180.7% |