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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $239,976 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 15 · EIN 25-1211909 | Recordkeeping | $190,950 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $58,500 |
TUCKER ARENSBERG4+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $17,988 |
DICLAUDIO & KRAMER, LLC4+ years Service code 10 · EIN 27-0889793 | Accounting | $16,000 |
ALLAN BATES AND ASSOCIATES4+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $5,511 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,099 | $60,396+14.4% | $83,830-17.6% | $75,289-8.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -2.71% | 3.84%-6.6pp | 850.97%-853.7pp | -0.04%-2.7pp |
| Employer contribution / active EE | $7,390 | $3,343+121.1% | $3,631+103.5% | $2,405+207.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $235 | $141+66.7% | $5,479-95.7% | $102+130.2% |