Filed December 5, 2003 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,136,347 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services; Other insurance f... | $116,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,071 | $57,150+6.9% | $93,727-34.8% | $106,553-42.7% |
| Participation rate | 41.1% | 49.1%-8.0pp | 68.7%-27.6pp | 69.8%-28.8pp |
| Annual return | 12.15% | 15.81%-3.7pp | 133.83%-121.7pp | 17.37%-5.2pp |
| Employer contribution / active EE | $741 | $1,015-27.0% | $2,421-69.4% | $3,359-77.9% |
| Participant deferral / active EE | $1,581 | $1,853-14.7% | $4,417-64.2% | $5,562-71.6% |
| Admin fee / account holder | $8 | $64-87.4% | $8,292-99.9% | $80-89.8% |