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 | $327,673 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: MET LIFE Service code 15 200 PARK AVENUE · NEW YORK, NY 10166 | Recordkeeping | $20,685 |
GEORGE JOHNSON & COMPANY3+ years Service code 10 · EIN 32-2029668 | Accounting | $17,600 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $8,232 |
RENKIM CORPORATION1 year Service code 49 13333 ALLEN RD · SOUTHGATE, MI 48195 | Other Services | $7,412 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Investment mana... | $1,665 |
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 | $45,121 | $53,684-16.0% | $170,442-73.5% | $80,976-44.3% |
| Participation rate | 63.8% | 69.2%-5.4pp | 83.6%-19.8pp | 68.3%-4.4pp |
| Annual return | 19.23% | 25.97%-6.7pp | 205.93%-186.7pp | 22.91%-3.7pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $2,712 | $3,017-10.1% | $4,939-45.1% | $3,848-29.5% |
| Admin fee / account holder | $20 | $46-56.0% | $13,880-99.9% | $67-69.7% |