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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $76,990 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,273 | $37,117+27.4% | $147,617-68.0% | $55,191-14.3% |
| Participation rate | 52.1% | 63.6%-11.5pp | 84.6%-32.5pp | 69.2%-17.0pp |
| Annual return | -1.73% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $683 | $1,620-57.8% | $5,564-87.7% | $1,899-64.0% |
| Participant deferral / active EE | $2,073 | $1,985+4.4% | $4,895-57.7% | $3,046-32.0% |
| Admin fee / account holder | $183 | $86+113.7% | $11,612-98.4% | $91+101.5% |