Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $6,810 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $1,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,173 | $37,117+78.3% | $147,617-55.2% | $55,191+19.9% |
| Participation rate | 65.7% | 63.6%+2.1pp | 84.6%-18.9pp | 69.2%-3.4pp |
| Annual return | 1.60% | 3.44%-1.8pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $894 | $1,620-44.9% | $5,564-83.9% | $1,899-52.9% |
| Participant deferral / active EE | $2,342 | $1,985+18.0% | $4,895-52.2% | $3,046-23.1% |
| Admin fee / account holder | $6 | $86-93.1% | $11,612-99.9% | $91-93.5% |