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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 17 · EIN 13-5581829 | Pension Consulting | $174,568 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 49 · EIN 94-1347393 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,225 | $36,004-13.3% | $64,101-51.3% | $69,651-55.2% |
| Participation rate | 62.9% | 47.3%+15.6pp | 68.2%-5.3pp | 66.6%-3.7pp |
| Annual return | 6.12% | 4.26%+1.9pp | 791.27%-785.2pp | 53.77%-47.7pp |
| Employer contribution / active EE | $647 | $617+4.9% | $1,820-64.4% | $2,241-71.1% |
| Participant deferral / active EE | $1,076 | $1,166-7.8% | $2,822-61.9% | $3,635-70.4% |
| Admin fee / account holder | $0 | $49-100.0% | $4,499-100.0% | $63-100.0% |