Filed December 28, 2000
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 | $2,400 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,427 | $46,360-43.0% | $147,617-82.1% | $52,331-49.5% |
| Participation rate | 58.3% | 64.9%-6.7pp | 84.6%-26.4pp | 68.1%-9.9pp |
| Annual return | 1.47% | 1.62%-0.2pp | 61.98%-60.5pp | 4.54%-3.1pp |
| Employer contribution / active EE | $420 | $2,126-80.3% | $5,564-92.5% | $1,882-77.7% |
| Participant deferral / active EE | $1,373 | $2,258-39.2% | $4,895-71.9% | $3,022-54.6% |
| Admin fee / account holder | $25 | $766-96.7% | $11,612-99.8% | $592-95.7% |