Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,777 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,060 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,051 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $839 |
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 | $69,975 | $36,916+89.6% | $156,551-55.3% | $57,658+21.4% |
| Participation rate | 65.6% | 63.4%+2.2pp | 84.0%-18.4pp | 70.2%-4.6pp |
| Annual return | 6.29% | 12.38%-6.1pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,410 | $1,571-10.2% | $5,501-74.4% | $1,974-28.5% |
| Participant deferral / active EE | $2,467 | $1,926+28.1% | $4,871-49.4% | $3,061-19.4% |
| Admin fee / account holder | $5 | $82-93.4% | $13,028-100.0% | $95-94.3% |