Filed October 16, 1995 (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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $15,836 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,655 | $55,453+14.8% | $170,435-62.7% | $62,293+2.2% |
| Participation rate | 66.2% | 66.4%-0.2pp | 83.6%-17.4pp | 69.5%-3.3pp |
| Annual return | 14.97% | 21.38%-6.4pp | 205.94%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,139 | $2,164-47.3% | $5,432-79.0% | $2,042-44.2% |
| Participant deferral / active EE | $4,127 | $2,303+79.2% | $4,939-16.4% | $3,169+30.2% |
| Admin fee / account holder | $131 | $455-71.3% | $13,881-99.1% | $479-72.8% |