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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Investment ... | $176,137 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 33 · EIN 84-0467907 | Securities brokerage commissions and ... | $32,546 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE LIFE INS CO Service code 50 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Direct Payment | $31,856 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $3,895 |
NATIONAL FINANCIAL SERVICES2+ 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 | $72,652 | $67,512+7.6% | $185,854-60.9% | $93,010-21.9% |
| Participation rate | 83.7% | 67.1%+16.6pp | 81.7%+2.0pp | 73.9%+9.8pp |
| Annual return | 13.08% | 21.04%-8.0pp | 122.12%-109.0pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,474 | $1,783-17.3% | $5,169-71.5% | $2,705-45.5% |
| Participant deferral / active EE | $3,239 | $3,035+6.7% | $5,569-41.8% | $4,561-29.0% |
| Admin fee / account holder | $70 | $318-78.0% | $16,246-99.6% | $152-53.9% |