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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $525,907 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $109,160 |
A+ LETTER SERVICE, INC.1+ years Filed as: A LETTER SERVICE, INC. Service code 99 200 SYRACUSE CT · LAKEWOOD, NJ 08701 | Other Fees | $14,426 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $425 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $324 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,611 | $46,516-17.0% | $147,618-73.8% | $69,651-44.6% |
| Participation rate | 43.5% | 65.8%-22.3pp | 84.6%-41.1pp | 66.6%-23.0pp |
| Annual return | 1.16% | 9.48%-8.3pp | 61.98%-60.8pp | 53.77%-52.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,915 | $2,719-29.6% | $4,895-60.9% | $3,635-47.3% |
| Admin fee / account holder | $82 | $45+82.6% | $11,612-99.3% | $63+29.3% |