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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 54 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Sales Loads | $1,948 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,786 | $51,769-11.6% | $57,356-20.2% | $52,331-12.5% |
| Participation rate | 48.4% | 75.2%-26.8pp | 75.1%-26.7pp | 68.1%-19.7pp |
| Annual return | 10.40% | 2.43%+8.0pp | 24.41%-14.0pp | 4.54%+5.9pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,888 | $2,794+39.2% | $3,162+23.0% | $3,022+28.7% |
| Admin fee / account holder | $19 | $295-93.4% | $3,357-99.4% | $592-96.7% |