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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT LLC Service code 28 · EIN 82-2405817 | Investment Management | $615,725 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $308,558 |
WILLIAM BLAIR6+ years Service code 28 · EIN 47-2614791 | Investment Management | $214,378 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,401 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 81-4017137 | Investment Management | $25,150 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 13.21% | 5.48%+7.7pp | 9.82%+3.4pp | 9.30%+3.9pp |
| Employer contribution / active EE | $11,823 | $9,127+29.5% | $30,322-61.0% | $12,551-5.8% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |