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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $172,625 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 33 · EIN 84-0467907 | Securities brokerage commissions and ... | $31,636 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE LIFE INS CO Service code 50 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Direct Payment | $26,511 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $4,299 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,191 | $56,095+16.2% | $178,510-63.5% | $90,274-27.8% |
| Participation rate | 91.3% | 65.6%+25.7pp | 81.9%+9.3pp | 73.4%+17.9pp |
| Annual return | 13.93% | 28.81%-14.9pp | 151.13%-137.2pp | 53.97%-40.0pp |
| Employer contribution / active EE | $1,686 | $1,572+7.2% | $5,011-66.4% | $2,523-33.2% |
| Participant deferral / active EE | $3,425 | $2,669+28.3% | $5,202-34.2% | $4,231-19.0% |
| Admin fee / account holder | $68 | $101-32.2% | $13,988-99.5% | $114-40.2% |