Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 25-1773014 | Advisory (Plan) | $36,566 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $13,446 |
Filed as: GROSSMAN YANAK & FORD, LLP Service code 10 · EIN 25-1638525 | Accounting | $7,036 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,389 | $78,275-28.0% | $109,163-48.3% | $86,813-35.0% |
| Participation rate | 84.1% | 73.8%+10.3pp | 75.9%+8.3pp | 72.3%+11.8pp |
| Annual return | 13.81% | 19.14%-5.3pp | 25.75%-11.9pp | 97.93%-84.1pp |
| Employer contribution / active EE | $1,741 | $3,105-43.9% | $3,723-53.2% | $2,406-27.6% |
| Participant deferral / active EE | $3,472 | $3,641-4.6% | $4,654-25.4% | $4,131-16.0% |
| Admin fee / account holder | $152 | $198-23.5% | $6,754-97.8% | $170-10.5% |