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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $259,585 |
Filed as: EMPOWER Service code 15 · EIN 84-1455663 | Recordkeeping | $121,748 |
TUCKER ARENSBERG9+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $35,998 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $31,940 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,167 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $27,500 |
DICLAUDIO & KRAMER, LLC9+ years Service code 10 · EIN 27-0889793 | Accounting | $19,049 |
ALLAN BATES AND ASSOCIATES9+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $5,927 |
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 | $111,237 | $88,479+25.7% | $96,520+15.2% | $80,149+38.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.46% | 22.53%-11.1pp | 35.72%-24.3pp | 40.39%-28.9pp |
| Employer contribution / active EE | $8,058 | $4,177+92.9% | $3,739+115.5% | $2,977+170.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $337 | $211+59.2% | $6,733-95.0% | $145+132.2% |