Filed January 13, 2006 (most recent of 2 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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $76,355 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE PRAIRIE GROUP Service code 27 PO BOX 2750 · CHICAGO, IL 606049998 | Advisory (Plan) | $18,500 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,976 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,125 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,381 |
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 | $28,414 | $36,916-23.0% | $156,551-81.9% | $57,658-50.7% |
| Participation rate | 94.9% | 63.4%+31.5pp | 84.0%+10.9pp | 70.2%+24.7pp |
| Annual return | 8.68% | 12.38%-3.7pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $997 | $1,571-36.5% | $5,501-81.9% | $1,974-49.5% |
| Participant deferral / active EE | $2,279 | $1,926+18.4% | $4,871-53.2% | $3,061-25.5% |
| Admin fee / account holder | $120 | $82+45.9% | $13,028-99.1% | $95+27.3% |