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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,681 |
Filed as: METLIFE INSURANCE COMPANY Service code 15 · EIN 13-5581829 | Recordkeeping | $1,240 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,539 | $60,989-76.2% | $60,899-76.1% | $66,930-78.3% |
| Participation rate | 93.3% | 74.5%+18.8pp | 73.1%+20.1pp | 69.8%+23.4pp |
| Annual return | -16.40% | -9.60%-6.8pp | 16.92%-33.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $963 | $2,661-63.8% | $2,702-64.4% | $2,545-62.2% |
| Participant deferral / active EE | $675 | $3,615-81.3% | $3,817-82.3% | $4,238-84.1% |
| Admin fee / account holder | $33 | $338-90.4% | $3,225-99.0% | $593-94.5% |