Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 13 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Contract Administrator | $9,221 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,169 | $46,173+164.6% | $170,435-28.3% | $69,631+75.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 83.6%-33.6pp | 70.7%-20.7pp |
| Annual return | 13.71% | 21.62%-7.9pp | 205.94%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,793 | $1,610+11.4% | $5,432-67.0% | $2,032-11.8% |
| Participant deferral / active EE | $2,237 | $2,080+7.5% | $4,939-54.7% | $3,224-30.6% |
| Admin fee / account holder | $24 | $116-79.1% | $13,881-99.8% | $110-78.1% |