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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $142,660 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $37,154 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,998 | $44,989-68.9% | $170,435-91.8% | $77,958-82.0% |
| Participation rate | 63.9% | 64.6%-0.7pp | 83.6%-19.7pp | 71.6%-7.7pp |
| Annual return | 14.37% | 19.61%-5.2pp | 205.94%-191.6pp | 20.87%-6.5pp |
| Employer contribution / active EE | $235 | $1,466-84.0% | $5,432-95.7% | $2,310-89.8% |
| Participant deferral / active EE | $940 | $2,208-57.4% | $4,939-81.0% | $3,537-73.4% |
| Admin fee / account holder | $154 | $69+123.2% | $13,881-98.9% | $97+58.0% |