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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $265,626 |
Filed as: EMPOWER Service code 15 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $128,243 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $66,000 |
TUCKER ARENSBERG8+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $55,382 |
DICLAUDIO & KRAMER, LLC8+ years Service code 10 · EIN 27-0889793 | Accounting | $19,045 |
MEYER, UNKOVIC & SCOTT4 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $12,637 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1975125 | Consulting | $9,370 |
ALLAN BATES AND ASSOCIATES8+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $6,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,883 | $76,774+28.8% | $112,249-11.9% | $77,906+26.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -10.19% | -10.25%+0.1pp | 27.48%-37.7pp | 12.16%-22.4pp |
| Employer contribution / active EE | $7,668 | $3,977+92.8% | $3,636+110.9% | $2,846+169.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $318 | $239+33.0% | $6,412-95.0% | $133+139.7% |