Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT LLC Service code 28 · EIN 82-2405817 | Investment Management | $298,724 |
WILLIAM BLAIR7+ years Service code 28 · EIN 47-2614791 | Investment Management | $123,229 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,658 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $85,679 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 81-4017137 | Investment Management | $31,222 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $255,499-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 4.81% | 8.75%-3.9pp | 6.84%-2.0pp | 8.75%-3.9pp |
| Employer contribution / active EE | $7,491 | $15,185-50.7% | $29,902-74.9% | $15,185-50.7% |
| Participant deferral / active EE | $0 | $753-100.0% | $13-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $5,241-100.0% | - |