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| Provider | Service type | Compensation |
|---|---|---|
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $61,739 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $32,607 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNIY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $11,806 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE SECURITIES INC. Service code 55 | Other Commissions | $0 |
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 | $22,361 | $53,684-58.3% | $170,435-86.9% | $80,976-72.4% |
| Participation rate | 74.5% | 69.2%+5.3pp | 83.6%-9.1pp | 68.3%+6.3pp |
| Annual return | 20.33% | 25.97%-5.6pp | 205.94%-185.6pp | 22.91%-2.6pp |
| Employer contribution / active EE | $513 | $1,642-68.8% | $5,432-90.6% | $2,402-78.7% |
| Participant deferral / active EE | $2,816 | $3,017-6.6% | $4,939-43.0% | $3,848-26.8% |
| Admin fee / account holder | $2 | $46-95.5% | $13,881-100.0% | $67-96.9% |