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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $25,725 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $23,835 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 6201 UPTOWN BLVD, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $10,183 |
YOUTH DEVELOPMENT INC.1 year Service code 99 6301 CENTRAL AVENUE NW · ALBUQUERQUE, NM 87105 | Other Fees | $548 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC Service code 55 | Other Commissions | $0 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES, INC Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $0 |
Filed as: MML INVESTOR SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,294 | $39,859-46.6% | $78,689-72.9% | $57,658-63.1% |
| Participation rate | 65.9% | 66.1%-0.1pp | 73.6%-7.6pp | 70.2%-4.3pp |
| Annual return | 3.76% | 18.96%-15.2pp | 62.18%-58.4pp | 5.13%-1.4pp |
| Employer contribution / active EE | $1,249 | $1,786-30.1% | $2,851-56.2% | $1,974-36.7% |
| Participant deferral / active EE | $994 | $2,248-55.8% | $3,517-71.7% | $3,061-67.5% |
| Admin fee / account holder | $149 | $76+95.7% | $4,510-96.7% | $95+57.7% |