Filed June 12, 2008
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $112,369 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $13,516 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INC. Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $56,111 | $37,117+51.2% | $147,618-62.0% | $55,191+1.7% |
| Participation rate | 64.9% | 63.6%+1.3pp | 84.6%-19.7pp | 69.2%-4.3pp |
| Annual return | -0.82% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $711 | $1,620-56.1% | $5,564-87.2% | $1,899-62.5% |
| Participant deferral / active EE | $3,605 | $1,985+81.6% | $4,895-26.4% | $3,046+18.3% |
| Admin fee / account holder | $190 | $86+122.2% | $11,612-98.4% | $91+109.4% |