Filed December 5, 2008
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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,661 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $16,822 |
METRO BENEFITS, INC.1 year Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $15,725 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INS COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,467 | $36,916-36.4% | $156,551-85.0% | $57,658-59.3% |
| Participation rate | 63.5% | 63.4%+0.1pp | 84.0%-20.5pp | 70.2%-6.7pp |
| Annual return | 7.10% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,429 | $1,926-25.8% | $4,871-70.7% | $3,061-53.3% |
| Admin fee / account holder | $74 | $82-9.9% | $13,028-99.4% | $95-21.4% |