Filed January 23, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
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 | $52,087 | $55,470-6.1% | $155,556-66.5% | $74,478-30.1% |
| Participation rate | 82.0% | 61.9%+20.1pp | 78.2%+3.8pp | 67.2%+14.8pp |
| Annual return | 13.01% | 269.80%-256.8pp | 64.84%-51.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,298 | $2,267-42.8% | $4,675-72.2% | $2,626-50.6% |
| Participant deferral / active EE | $5,562 | $2,838+96.0% | $5,631-1.2% | $4,350+27.8% |
| Admin fee / account holder | $242 | $1,744-86.1% | $15,885-98.5% | $1,946-87.6% |