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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY10+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $5,145 |
3 funds of $250K or more; 19 lines in all, holding $3.2M of the plan's $3.3M. From the 2025 filing. Recordkeeper: MetLife.
| Fund | Dollars | % of funds% |
|---|---|---|
| MetLife MetLife · Insurance contract Recordkeeper's own fund | $1.2M | 37.7% |
| MetLife Aggregate Bond Index Portfolio MetLife · Mutual fund IndexRecordkeeper's own fund | $880K | 27.3% |
| MetLife Stock Index Portfolio MetLife · Mutual fund IndexRecordkeeper's own fund | $691K | 21.4% |
| Morgan Stanley EAFE Index Portfolio Morgan Stanley · Mutual fund Index | $208K | 6.5% |
| MetLife Mid Cap Stock Index Portfolio MetLife · Mutual fund IndexRecordkeeper's own fund | $108K | 3.4% |
| MetLife Russell 2000 Index Portfolio MetLife · Mutual fund IndexRecordkeeper's own fund | $44K | 1.4% |
| American Funds Growth Portfolio Class A Capital Group · Mutual fund | $16K | 0.5% |
| Bond Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $13K | 0.4% |
| MetLife Freedom 2050 Portfolio MetLife · Mutual fund Recordkeeper's own fund | $12K | 0.4% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Mutual fund | $11K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.