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 | $236,448 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 32-2029668 | Accounting | $17,450 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: MET LIFE Service code 15 200 PARK AVENUE · NEW YORK, NY 10166 | Recordkeeping | $13,875 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $6,965 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 21 · EIN 13-4110995 | Bank Trustee | $2,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,228 | $49,270-12.3% | $156,549-72.4% | $329,111-86.9% |
| Participation rate | 60.2% | 68.1%-7.9pp | 84.0%-23.8pp | 67.9%-7.7pp |
| Annual return | 7.09% | 23.25%-16.2pp | 32.23%-25.1pp | 16.35%-9.3pp |
| Employer contribution / active EE | $1 | $1,534-99.9% | $5,501-100.0% | $2,303-99.9% |
| Participant deferral / active EE | $2,637 | $2,920-9.7% | $4,871-45.9% | $3,682-28.4% |
| Admin fee / account holder | $17 | $51-65.6% | $13,027-99.9% | $754-97.7% |