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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 51 · EIN 13-5581829 2300 LAKEVIEW PKWY STE 600 · ALPHARETTA, GA 30009 | Investment Mgmt Fees | $42,281 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 72 · EIN 94-1347393 410 MONTGOMERY ST · SAN FRANCISCO, CA 94163 | Other investment fees and expenses | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,207 | $73,367-80.6% | $169,452-91.6% | $73,367-80.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | -3.05% | 173.45%-176.5pp | 1.83%-4.9pp | 173.45%-176.5pp |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,157-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,572 | $4,033-36.2% | $5,277-51.3% | $4,033-36.2% |
| Admin fee / account holder | $0 | $68-100.0% | $9,110-100.0% | $68-100.0% |