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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 | $4,018 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,964 | $46,360-59.1% | $147,617-87.2% | $52,331-63.8% |
| Participation rate | 90.4% | 64.9%+25.4pp | 84.6%+5.8pp | 68.1%+22.3pp |
| Annual return | 1.22% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $790 | $2,126-62.8% | $5,564-85.8% | $1,882-58.0% |
| Participant deferral / active EE | $874 | $2,258-61.3% | $4,895-82.1% | $3,022-71.1% |
| Admin fee / account holder | $28 | $766-96.3% | $11,612-99.8% | $592-95.2% |