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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INSURANCE COMAPNY Service code 13 PO BOX 10356 · DES MOINES, IA 503060356 | Contract Administrator | $380 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,646 | $84,236-73.1% | $170,439-86.7% | $70,124-67.7% |
| Participation rate | 60.3% | 70.8%-10.6pp | 83.6%-23.3pp | 69.5%-9.3pp |
| Annual return | 11.04% | 23.06%-12.0pp | 205.94%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $615 | $3,387-81.9% | $5,433-88.7% | $2,342-73.8% |
| Participant deferral / active EE | $1,996 | $3,086-35.3% | $4,939-59.6% | $3,332-40.1% |
| Admin fee / account holder | $9 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |