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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 | $63,198 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $4,140 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $29 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,765 | $37,117-54.8% | $147,617-88.6% | $55,191-69.6% |
| Participation rate | 61.2% | 63.6%-2.5pp | 84.6%-23.5pp | 69.2%-8.0pp |
| Annual return | -0.99% | 3.44%-4.4pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,109 | $1,620-31.6% | $5,564-80.1% | $1,899-41.6% |
| Participant deferral / active EE | $810 | $1,985-59.2% | $4,895-83.5% | $3,046-73.4% |
| Admin fee / account holder | $153 | $86+79.3% | $11,612-98.7% | $91+69.0% |