Filed April 25, 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.
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $24,824 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,952 | $36,916-62.2% | $156,551-91.1% | $57,658-75.8% |
| Participation rate | 51.1% | 63.4%-12.4pp | 84.0%-32.9pp | 70.2%-19.2pp |
| Annual return | -0.29% | 12.38%-12.7pp | 32.23%-32.5pp | 5.13%-5.4pp |
| Employer contribution / active EE | $577 | $1,571-63.2% | $5,501-89.5% | $1,974-70.7% |
| Participant deferral / active EE | $1,171 | $1,926-39.2% | $4,871-76.0% | $3,061-61.7% |
| Admin fee / account holder | $42 | $82-49.6% | $13,028-99.7% | $95-56.0% |