Filed December 31, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $144,700 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 04-3046611 | Investment Management | $40,624 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,954 | $37,213-78.6% | $156,551-94.9% | $63,975-87.6% |
| Participation rate | 83.7% | 65.0%+18.7pp | 84.0%-0.3pp | 71.1%+12.6pp |
| Annual return | 7.35% | 47.89%-40.5pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $239 | $1,357-82.4% | $5,501-95.7% | $2,182-89.0% |
| Participant deferral / active EE | $945 | $2,070-54.3% | $4,871-80.6% | $3,356-71.8% |
| Admin fee / account holder | $102 | $56+80.6% | $13,028-99.2% | $70+44.4% |