Filed July 25, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 13 · EIN 13-5581826 | Contract Administrator | $131,103 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,598 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSUL Service code 16 · EIN 61-0736136 | Consulting | $74,998 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $50,500 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $50,000 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW GRP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $21,517 |
INSTITUTIONAL INVESTMENT COUNSEL2+ years Filed as: INSTITUTIONAL INVESTMENT Service code 16 · EIN 81-0635433 | Consulting | $10,750 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $244,015 | $80,354+203.7% | $133,980+82.1% | $63,975+281.4% |
| Participation rate | 99.8% | 87.5%+12.3pp | 87.1%+12.8pp | 71.1%+28.7pp |
| Annual return | 7.30% | 13.11%-5.8pp | 29.30%-22.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $11,158 | $3,503+218.5% | $5,211+114.1% | $2,182+411.5% |
| Participant deferral / active EE | $10,085 | $5,239+92.5% | $6,282+60.5% | $3,356+200.5% |
| Admin fee / account holder | $84 | $69+21.2% | $9,324-99.1% | $70+19.3% |