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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $502 |
Filed as: MML DISTRIBUTORS, LLC Service code 71 · EIN 04-3356880 | Brokerage Fees | $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 | $22,674 | $65,125-65.2% | $143,797-84.2% | $66,949-66.1% |
| Participation rate | 21.3% | 65.2%-44.0pp | 80.3%-59.1pp | 69.8%-48.6pp |
| Annual return | -15.85% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $972 | $2,920-66.7% | $5,638-82.8% | $4,239-77.1% |
| Admin fee / account holder | $12 | $503-97.6% | $14,679-99.9% | $594-98.0% |