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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $23,137 |
DAVID ROMANO1+ years Filed as: DAVID GOTSCH Service code 99 123 W. FRONT ST. SUITE 206 · WHEATON, IL 60187 | Other Fees | $5,566 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,268 | $37,117-42.7% | $147,618-85.6% | $55,191-61.5% |
| Participation rate | 25.0% | 63.6%-38.6pp | 84.6%-59.7pp | 69.2%-44.2pp |
| Annual return | -1.35% | 3.44%-4.8pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $324 | $1,620-80.0% | $5,565-94.2% | $1,899-82.9% |
| Participant deferral / active EE | $1,071 | $1,985-46.1% | $4,895-78.1% | $3,046-64.9% |
| Admin fee / account holder | $137 | $86+60.5% | $11,612-98.8% | $91+51.3% |