Filed September 24, 2007
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $41,048 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $28,119 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $17,894 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 55 ONE GRANITE PLACE · CONCORD, NH 03301 | Other Commissions | $3,975 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $10 |
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 | $46,988 | $37,117+26.6% | $147,617-68.2% | $55,191-14.9% |
| Participation rate | 86.4% | 63.6%+22.8pp | 84.6%+1.8pp | 69.2%+17.2pp |
| Annual return | 8.61% | 3.44%+5.2pp | 61.98%-53.4pp | 10.78%-2.2pp |
| Employer contribution / active EE | $1,441 | $1,620-11.1% | $5,564-74.1% | $1,899-24.1% |
| Participant deferral / active EE | $2,828 | $1,985+42.5% | $4,895-42.2% | $3,046-7.2% |
| Admin fee / account holder | $126 | $86+46.7% | $11,612-98.9% | $91+38.3% |