Filed January 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $52,524 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,087 | $55,415-6.0% | $155,509-66.5% | $74,495-30.1% |
| Participation rate | 82.0% | 61.9%+20.1pp | 78.2%+3.9pp | 67.2%+14.8pp |
| Annual return | 13.01% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,298 | $2,267-42.8% | $4,672-72.2% | $2,623-50.5% |
| Participant deferral / active EE | $5,562 | $2,836+96.1% | $5,626-1.1% | $4,346+28.0% |
| Admin fee / account holder | $242 | $1,738-86.1% | $15,912-98.5% | $1,942-87.5% |