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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 | $225,363 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,023 | $46,516-61.3% | $147,618-87.8% | $69,651-74.1% |
| Participation rate | 62.0% | 65.8%-3.8pp | 84.6%-22.6pp | 66.6%-4.6pp |
| Annual return | 25.42% | 9.48%+15.9pp | 61.98%-36.6pp | 53.77%-28.3pp |
| Employer contribution / active EE | $278 | $1,393-80.0% | $5,564-95.0% | $2,241-87.6% |
| Participant deferral / active EE | $2,505 | $2,719-7.9% | $4,895-48.8% | $3,635-31.1% |
| Admin fee / account holder | $2 | $45-96.5% | $11,612-100.0% | $63-97.5% |