Filed June 13, 2024 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $74,862 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,627 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,734 | $67,512+30.0% | $185,823-52.8% | $93,030-5.7% |
| Participation rate | 58.6% | 67.1%-8.6pp | 81.7%-23.1pp | 73.9%-15.3pp |
| Annual return | 12.80% | 21.04%-8.2pp | 122.05%-109.3pp | 158.70%-145.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $63 | $318-80.2% | $16,237-99.6% | $152-58.4% |