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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 230 MAPLE ST · HOLYOKE, MA 01040 | Other Fees | $4,316 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Filed as: MML DISTRIBUTORS, LLC Service code 71 · EIN 04-3356880 | Brokerage Fees | $0 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,812 | $46,332-44.3% | $143,797-82.1% | $64,824-60.2% |
| Participation rate | 55.9% | 64.2%-8.4pp | 80.3%-24.5pp | 71.5%-15.6pp |
| Annual return | -12.12% | -10.05%-2.1pp | -0.04%-12.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,407 | $2,647-9.1% | $5,638-57.3% | $4,311-44.2% |
| Admin fee / account holder | $13 | $154-91.9% | $14,679-99.9% | $188-93.3% |