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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT LLC Service code 28 · EIN 82-2405817 | Investment Management | $503,101 |
WILLIAM BLAIR4+ years Service code 28 · EIN 47-2614791 | Investment Management | $299,978 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $77,502 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $44,047 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $42,179 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,750 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -19.73% | -2.41%-17.3pp | -38.86%+19.1pp | 23.41%-43.1pp |
| Employer contribution / active EE | $6,720 | $7,691-12.6% | $37,756-82.2% | $12,650-46.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |