Filed January 1, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581829 | Contract Administrator | $1,793,032 |
FID INV INST OPS CO4 years Filed as: FID INV INST OPS Service code 14 · EIN 04-2647786 | Plan Administrator | $1,521,183 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 | Legal | $105,386 |
PKF O'CONNOR DAVIES, LLP6 years Service code 10 · EIN 27-1728945 | Accounting | $41,500 |
BELLWETHER CONSULTING LLC2 years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $38,750 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,734 | $68,062+152.3% | $185,854-7.6% | $106,520+61.2% |
| Participation rate | 83.2% | 75.2%+8.0pp | 81.7%+1.5pp | 71.3%+11.9pp |
| Annual return | 13.34% | 18.20%-4.9pp | 122.12%-108.8pp | 19.28%-5.9pp |
| Employer contribution / active EE | $3,510 | $1,997+75.8% | $5,169-32.1% | $2,840+23.6% |
| Participant deferral / active EE | $9,700 | $3,990+143.1% | $5,569+74.2% | $4,948+96.0% |
| Admin fee / account holder | $80 | $53+51.1% | $16,246-99.5% | $75+6.9% |