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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY USA Service code 18 · EIN 06-0566090 2300 LAKEVIEW PARKWAY, SUITE 600 · ALPHARETTA, GA 30009 | Custodial (other than securities) | $70,015 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY BANK Service code 13 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Contract Administrator | $9,983 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $206,458-100.0% | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | - |
| Annual return | 1.35% | 4.11%-2.8pp | 16.23%-14.9pp | - |
| Employer contribution / active EE | $35,354 | $17,961+96.8% | $17,605+100.8% | - |
| Participant deferral / active EE | $0 | $0 | $237-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $11-100.0% | - |