Filed November 6, 1992
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 COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $101,972 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $19,811 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $9,846 |
A+ LETTER SERVICE, INC.1 year Filed as: A LETTER SERVICE, INC. Service code 99 200 SYRACUSE CT · LAKEWOOD, NJ 08701 | Other Fees | $6,220 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $5,886 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $780 |
Filed as: LARSON FINANCIAL GROUP Service code 71 1015 CORPORATE SQUARE DR · ST LOUIS, MO 63132 | Brokerage Fees | $10 |
Filed as: LARSON FINANCIAL GR Service code 71 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,570 | $37,213+22.5% | $156,551-70.9% | $63,975-28.8% |
| Participation rate | 52.1% | 65.0%-12.8pp | 84.0%-31.9pp | 71.1%-19.0pp |
| Annual return | 11.34% | 47.89%-36.5pp | 32.23%-20.9pp | 48.65%-37.3pp |
| Employer contribution / active EE | $452 | $1,357-66.7% | $5,501-91.8% | $2,182-79.3% |
| Participant deferral / active EE | $4,102 | $2,070+98.2% | $4,871-15.8% | $3,356+22.2% |
| Admin fee / account holder | $128 | $56+128.2% | $13,028-99.0% | $70+82.5% |