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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $26,721 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,117 |
PROMANAGE LLC1+ years Service code 16 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Consulting | $2,517 |
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 | $41,609 | $47,078-11.6% | $100,671-58.7% | $55,191-24.6% |
| Participation rate | 20.9% | 58.0%-37.1pp | 70.7%-49.8pp | 69.2%-48.3pp |
| Annual return | 0.99% | 0.65%+0.3pp | 20.43%-19.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $270 | $1,065-74.7% | $4,012-93.3% | $1,899-85.8% |
| Participant deferral / active EE | $838 | $2,038-58.9% | $3,144-73.3% | $3,046-72.5% |
| Admin fee / account holder | $93 | $153-39.6% | $4,850-98.1% | $91+1.9% |