| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $617,381 |
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $27,082 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 | Recordkeeping | $7,707 |
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 | $39,084 | $44,007-11.2% | $154,110-74.6% | $68,904-43.3% |
| Participation rate | 83.2% | 70.0%+13.1pp | 83.0%+0.1pp | 74.1%+9.0pp |
| Annual return | -3.94% | 8.15%-12.1pp | 735.22%-739.2pp | 1.07%-5.0pp |
| Employer contribution / active EE | $1,540 | $1,732-11.1% | $5,298-70.9% | $2,540-39.4% |
| Participant deferral / active EE | $2,599 | $2,813-7.6% | $5,081-48.8% | $4,015-35.3% |
| Admin fee / account holder | $62 | $65-4.8% | $13,412-99.5% | $71-13.6% |