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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $57,033 |
METRO BENEFITS, INC.6+ years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $13,625 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: CASE SABATINI AND COMPANY Service code 10 470 STREETS RUN ROAD · PITTSBURGH, PA 15236 | Accounting | $6,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $135,992 | $85,135+59.7% | $98,907+37.5% | $73,409+85.3% |
| Participation rate | 55.8% | 81.1%-25.3pp | 76.0%-20.2pp | 72.2%-16.3pp |
| Annual return | 16.03% | 19.14%-3.1pp | 196.43%-180.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $319 | $2,721-88.3% | $2,689-88.2% | $2,234-85.7% |
| Participant deferral / active EE | $2,091 | $4,349-51.9% | $4,244-50.7% | $3,805-45.0% |
| Admin fee / account holder | $53 | $139-62.0% | $6,642-99.2% | $158-66.5% |