| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $408,510 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 | Recordkeeping | $26,644 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $11,289 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,838 | $53,684-18.3% | $170,435-74.3% | $80,976-45.9% |
| Participation rate | 77.2% | 69.2%+8.0pp | 83.6%-6.4pp | 68.3%+8.9pp |
| Annual return | 17.63% | 25.97%-8.3pp | 205.94%-188.3pp | 22.91%-5.3pp |
| Employer contribution / active EE | $1,450 | $1,642-11.7% | $5,432-73.3% | $2,402-39.7% |
| Participant deferral / active EE | $2,211 | $3,017-26.7% | $4,939-55.2% | $3,848-42.5% |
| Admin fee / account holder | $46 | $46-1.3% | $13,881-99.7% | $67-32.2% |