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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $182,230 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 33 · EIN 84-0467907 | Securities brokerage commissions and ... | $29,861 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE LIFE INS CO Service code 50 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Direct Payment | $26,586 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 50 · EIN 13-1614399 | Direct Payment | $2,293 |
NATIONAL FINANCIAL SERVICES3+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,612 | $45,000+43.6% | $143,757-55.1% | $77,904-17.1% |
| Participation rate | 74.9% | 66.8%+8.0pp | 80.3%-5.5pp | 73.7%+1.2pp |
| Annual return | -13.73% | 29.03%-42.8pp | -0.04%-13.7pp | 12.21%-25.9pp |
| Employer contribution / active EE | $1,425 | $1,870-23.8% | $4,951-71.2% | $2,848-50.0% |
| Participant deferral / active EE | $3,056 | $3,157-3.2% | $5,637-45.8% | $4,806-36.4% |
| Admin fee / account holder | $72 | $98-27.0% | $14,673-99.5% | $133-45.8% |