Filed July 10, 2017
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 | $147,334 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 26 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $51,754 |
PROMANAGE LLC1+ years Service code 26 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Advisory (Participants) | $31,065 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $55,687 | $37,039+50.3% | $147,617-62.3% | $59,188-5.9% |
| Participation rate | 71.3% | 63.8%+7.5pp | 84.6%-13.3pp | 69.4%+1.9pp |
| Annual return | 1.07% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,160 | $1,353-14.3% | $5,564-79.2% | $2,098-44.7% |
| Participant deferral / active EE | $2,794 | $2,094+33.4% | $4,895-42.9% | $3,265-14.4% |
| Admin fee / account holder | $146 | $60+143.3% | $11,612-98.7% | $92+58.9% |