Filed June 13, 2024 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $98,051 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,023 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $64,071 | $45,382+41.2% | $154,110-58.4% | $75,289-14.9% |
| Participation rate | 65.8% | 65.9%-0.1pp | 83.0%-17.3pp | 72.4%-6.7pp |
| Annual return | -2.18% | -0.47%-1.7pp | 735.22%-737.4pp | -0.04%-2.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $27 | $89-70.1% | $13,412-99.8% | $102-73.9% |