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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $13,114 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,875 | $88,122-76.3% | $141,197-85.2% | $67,582-69.1% |
| Participation rate | 55.1% | 76.5%-21.3pp | 82.5%-27.4pp | 71.3%-16.2pp |
| Annual return | 37.44% | 75.40%-38.0pp | 71.41%-34.0pp | 378.57%-341.1pp |
| Employer contribution / active EE | $1,156 | $3,224-64.1% | $4,736-75.6% | $2,148-46.2% |
| Participant deferral / active EE | $2,223 | $5,958-62.7% | $6,710-66.9% | $3,539-37.2% |
| Admin fee / account holder | $15 | $131-88.7% | $10,265-99.9% | $142-89.6% |