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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,424 |
Filed as: METLIFE INSURANCE COMPANY Service code 15 · EIN 13-5581829 | Recordkeeping | $1,140 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,915 | $69,774-74.3% | $67,575-73.5% | $74,459-75.9% |
| Participation rate | 92.0% | 71.4%+20.6pp | 72.9%+19.0pp | 67.2%+24.7pp |
| Annual return | 20.04% | -40.53%+60.6pp | 3528.98%-3508.9pp | 1369.70%-1349.7pp |
| Employer contribution / active EE | $1,021 | $2,710-62.3% | $2,736-62.7% | $2,626-61.1% |
| Participant deferral / active EE | $846 | $3,636-76.7% | $4,003-78.9% | $4,350-80.5% |
| Admin fee / account holder | $34 | $890-96.2% | $3,993-99.2% | $1,945-98.3% |