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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 | $137,100 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $77,813 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $40,637 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNIY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $9,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,498 | $49,270-60.4% | $156,551-87.5% | $329,111-94.1% |
| Participation rate | 69.9% | 68.1%+1.8pp | 84.0%-14.1pp | 67.9%+2.0pp |
| Annual return | 12.67% | 23.25%-10.6pp | 32.23%-19.6pp | 16.35%-3.7pp |
| Employer contribution / active EE | $400 | $1,534-73.9% | $5,501-92.7% | $2,303-82.6% |
| Participant deferral / active EE | $2,667 | $2,920-8.6% | $4,871-45.2% | $3,682-27.6% |
| Admin fee / account holder | $1 | $51-97.2% | $13,028-100.0% | $754-99.8% |