Filed May 23, 2018
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 19 · EIN 51-0396365 | Securities Custodian | $608,611 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,951 |
Filed as: METLIFE INSURANCE COMPANY Service code 50 · EIN 06-0566090 | Direct Payment | $1,389 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,829 | $67,512-57.3% | $185,854-84.5% | $93,010-69.0% |
| Participation rate | 97.8% | 67.1%+30.7pp | 81.7%+16.1pp | 73.9%+23.9pp |
| Annual return | 14.33% | 21.04%-6.7pp | 122.12%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,576 | $1,783-11.6% | $5,169-69.5% | $2,705-41.7% |
| Participant deferral / active EE | $2,487 | $3,035-18.1% | $5,569-55.3% | $4,561-45.5% |
| Admin fee / account holder | $126 | $318-60.5% | $16,246-99.2% | $152-17.2% |