Filed March 30, 2011
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $423,800 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES Service code 16 | Consulting | $206,133 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES, INC Service code 16 300 DAVIDSON STREET · SOMERSET, NJ 08873 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $34,589 | $37,039-6.6% | $147,618-76.6% | $59,188-41.6% |
| Participation rate | 72.0% | 63.8%+8.2pp | 84.6%-12.6pp | 69.4%+2.6pp |
| Annual return | -0.46% | 7.19%-7.6pp | 61.98%-62.4pp | 5.51%-6.0pp |
| Employer contribution / active EE | $2,362 | $1,353+74.6% | $5,564-57.6% | $2,098+12.6% |
| Participant deferral / active EE | $2,990 | $2,094+42.8% | $4,895-38.9% | $3,265-8.4% |
| Admin fee / account holder | $126 | $60+109.3% | $11,612-98.9% | $92+36.7% |