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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $278,789 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN LLP Service code 16 · EIN 41-0746749 | Consulting | $64,920 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METLIFE LIFE INS CO Service code 50 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Direct Payment | $28,544 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 33 · EIN 84-0467907 | Securities brokerage commissions and ... | $26,692 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, PLCC Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 50 · EIN 13-1614399 | Direct Payment | $2,529 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,520 | $53,204+10.0% | $155,556-62.4% | $200,096-70.8% |
| Participation rate | 83.0% | 64.1%+18.9pp | 78.2%+4.8pp | 72.0%+11.0pp |
| Annual return | 22.82% | 41.02%-18.2pp | 64.84%-42.0pp | 34.26%-11.4pp |
| Employer contribution / active EE | $1,396 | $1,850-24.6% | $4,675-70.2% | $3,038-54.1% |
| Participant deferral / active EE | $2,889 | $3,163-8.7% | $5,631-48.7% | $5,090-43.2% |
| Admin fee / account holder | $74 | $186-60.4% | $15,885-99.5% | $269-72.7% |