Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $234,151 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: MET LIFE Service code 15 200 PARK AVENUE · NEW YORK, NY 10166 | Recordkeeping | $20,113 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 32-2029668 | Accounting | $19,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $5,699 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 21 · EIN 13-4110995 | Bank Trustee | $2,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,117 | $46,516+9.9% | $147,614-65.4% | $69,651-26.6% |
| Participation rate | 49.5% | 65.8%-16.3pp | 84.6%-35.1pp | 66.6%-17.1pp |
| Annual return | 0.43% | 9.48%-9.0pp | 61.98%-61.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,323 | $2,719-14.6% | $4,895-52.5% | $3,635-36.1% |
| Admin fee / account holder | $23 | $45-49.2% | $11,611-99.8% | $63-64.0% |