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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT LLC Service code 28 · EIN 82-2405817 | Investment Management | $443,113 |
WILLIAM BLAIR3+ years Service code 28 · EIN 47-2614791 | Investment Management | $356,370 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $128,660 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 13 · EIN 94-1347393 | Contract Administrator | $82,989 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $68,866 |
GOLDMAN SACHS3+ years Filed as: COPPER ROCK Service code 28 · EIN 75-3179897 | Investment Management | $48,120 |
Service code 28 · EIN 81-4017137 | Investment Management | $24,201 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 14.49% | 35.98%-21.5pp | 10.75%+3.7pp | 15.63%-1.1pp |
| Employer contribution / active EE | $13,459 | $8,396+60.3% | $35,170-61.7% | $11,476+17.3% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |