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| 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 | $1,127 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,739 | $46,360-76.8% | $147,618-92.7% | $52,331-79.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.97% | 1.62%+0.4pp | 61.98%-60.0pp | 4.54%-2.6pp |
| Employer contribution / active EE | $354 | $2,126-83.3% | $5,565-93.6% | $1,882-81.2% |
| Participant deferral / active EE | $429 | $2,258-81.0% | $4,895-91.2% | $3,022-85.8% |
| Admin fee / account holder | $9 | $766-98.8% | $11,612-99.9% | $592-98.5% |