Filed April 21, 2005
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 |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,172 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $99 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,059 | $52,293-8.1% | $178,503-73.1% | $73,412-34.5% |
| Participation rate | 58.7% | 65.3%-6.7pp | 81.9%-23.3pp | 72.2%-13.5pp |
| Annual return | 8.35% | 34.75%-26.4pp | 151.12%-142.8pp | 59.30%-50.9pp |
| Employer contribution / active EE | $833 | $1,736-52.0% | $5,011-83.4% | $2,234-62.7% |
| Participant deferral / active EE | $991 | $2,333-57.5% | $5,202-81.0% | $3,806-74.0% |
| Admin fee / account holder | $4 | $127-96.9% | $13,987-100.0% | $158-97.5% |