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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $5,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,515 | $36,916+36.8% | $156,551-67.7% | $57,658-12.4% |
| Participation rate | 47.6% | 63.4%-15.9pp | 84.0%-36.4pp | 70.2%-22.7pp |
| Annual return | 4.28% | 12.38%-8.1pp | 32.23%-27.9pp | 5.13%-0.8pp |
| Employer contribution / active EE | $437 | $1,571-72.2% | $5,501-92.1% | $1,974-77.9% |
| Participant deferral / active EE | $615 | $1,926-68.0% | $4,871-87.4% | $3,061-79.9% |
| Admin fee / account holder | $22 | $82-73.1% | $13,028-99.8% | $95-76.6% |