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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,661 |
Filed as: METLIFE INSURANCE COMPANY Service code 15 · EIN 13-5581829 | Recordkeeping | $1,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,944 | $64,705-69.2% | $62,929-68.3% | $67,986-70.7% |
| Participation rate | 93.7% | 65.6%+28.1pp | 73.1%+20.6pp | 57.2%+36.5pp |
| Annual return | 11.61% | 20.31%-8.7pp | 1063.93%-1052.3pp | 31.67%-20.1pp |
| Employer contribution / active EE | $1,046 | $2,376-56.0% | $2,505-58.2% | $2,019-48.2% |
| Participant deferral / active EE | $849 | $3,198-73.5% | $3,888-78.2% | $3,358-74.7% |
| Admin fee / account holder | $35 | $1,428-97.5% | $5,065-99.3% | $3,203-98.9% |