Filed September 28, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $51,336 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $38,325 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $24,525 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $14,442 |
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 | $40,157 | $37,213+7.9% | $156,551-74.3% | $63,975-37.2% |
| Participation rate | 98.2% | 65.0%+33.2pp | 84.0%+14.2pp | 71.1%+27.1pp |
| Annual return | 9.84% | 47.89%-38.0pp | 32.23%-22.4pp | 48.65%-38.8pp |
| Employer contribution / active EE | $2,598 | $1,357+91.5% | $5,501-52.8% | $2,182+19.1% |
| Participant deferral / active EE | $3,510 | $2,070+69.6% | $4,871-27.9% | $3,356+4.6% |
| Admin fee / account holder | $14 | $56-75.5% | $13,028-99.9% | $70-80.4% |