| 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 | $9,731 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,179 |
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 | $13,221 | $75,832-82.6% | $147,618-91.0% | $59,633-77.8% |
| Participation rate | 93.1% | 71.6%+21.5pp | 84.6%+8.5pp | 68.7%+24.4pp |
| Annual return | -0.82% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.47%-2042.3pp |
| Employer contribution / active EE | $1,275 | $3,485-63.4% | $5,564-77.1% | $2,203-42.1% |
| Participant deferral / active EE | $1,692 | $3,131-45.9% | $4,895-65.4% | $3,192-47.0% |
| Admin fee / account holder | $57 | $5,986-99.1% | $11,612-99.5% | $4,297-98.7% |