Filed January 5, 2009
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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,262,765 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 51 · EIN 13-3114906 | Investment Mgmt Fees | $70,307 |
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 | $152,059 | $156,529-2.9% | $93,621+62.4% | $82,204+85.0% |
| Participation rate | 96.9% | 86.5%+10.4pp | 75.8%+21.1pp | 73.4%+23.5pp |
| Annual return | 21.59% | 20.36%+1.2pp | 32.76%-11.2pp | 26.31%-4.7pp |
| Employer contribution / active EE | $2,903 | $4,800-39.5% | $2,719+6.8% | $2,707+7.2% |
| Participant deferral / active EE | $6,076 | $6,674-9.0% | $4,070+49.3% | $4,246+43.1% |
| Admin fee / account holder | $87 | $65+34.5% | $7,890-98.9% | $76+15.2% |