Filed May 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $32,955 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $2,591 |
Participant contribution per participant 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 | $46,603 | $70,667-34.1% | $123,104-62.1% | $52,331-10.9% |
| Participation rate | 99.3% | 83.7%+15.6pp | 86.8%+12.5pp | 68.1%+31.2pp |
| Annual return | 1.76% | 6.23%-4.5pp | 13.22%-11.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $6,078 | $2,946+106.3% | $5,151+18.0% | $1,882+223.0% |
| Participant deferral / active EE | $1,258 | $4,493-72.0% | $6,230-79.8% | $3,022-58.4% |
| Admin fee / account holder | $152 | $506-69.9% | $9,015-98.3% | $592-74.3% |