Filed September 3, 2013 (most recent of 4 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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $5,588 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,507 |
ADAMS ADDRESSING ASSOCIATES1+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Other Fees | $1,162 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $488 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $22,069 | $46,360-52.4% | $147,618-85.0% | $52,331-57.8% |
| Participation rate | 70.8% | 64.9%+5.9pp | 84.6%-13.8pp | 68.1%+2.7pp |
| Annual return | -1.06% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $571 | $2,126-73.1% | $5,564-89.7% | $1,882-69.6% |
| Participant deferral / active EE | $1,817 | $2,258-19.5% | $4,895-62.9% | $3,022-39.9% |
| Admin fee / account holder | $41 | $766-94.7% | $11,612-99.6% | $592-93.1% |