Filed September 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $7,217 |
MSI FINANCIAL SERVICES INC.1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $3,713 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,872 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,896 | $80,177-14.1% | $123,892-44.4% | $57,658+19.5% |
| Participation rate | 96.4% | 74.4%+22.0pp | 81.4%+15.0pp | 70.2%+26.2pp |
| Annual return | 8.36% | 17.90%-9.5pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,128 | $2,913+7.4% | $4,617-32.2% | $1,974+58.5% |
| Participant deferral / active EE | $7,414 | $5,130+44.5% | $5,984+23.9% | $3,061+142.3% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |