Filed January 14, 2006
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 38 · EIN 35-0145825 C/O ONE AMERICA FINANCIAL PARTNERS · INDIANAPOLIS, IN 462060368 | Participant Communication | $15,706 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 P.O BOX 9146 · DES MOINES, IA 503069146 | Contract Administrator | $1,538 |
AXA EQUITABLE LIFE INSURANCE CO9+ years Service code 25 · EIN 13-5570651 1533 BROADWAY · NEW YORK, NY 10036 | Directed Trustee | $731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,554 | $91,695-25.2% | $67,575+1.4% | $77,736-11.8% |
| Participation rate | 40.8% | 76.0%-35.2pp | 72.9%-32.1pp | 70.6%-29.8pp |
| Annual return | 10.34% | 14.88%-4.5pp | 3528.98%-3518.6pp | 31.26%-20.9pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,324 | $3,912-66.2% | $4,003-66.9% | $4,651-71.5% |
| Admin fee / account holder | $5 | $245-98.0% | $3,993-99.9% | $433-98.9% |