Filed January 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,135 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $20,000 |
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 | $42,596 | $58,895-27.7% | $178,503-76.1% | $73,497-42.0% |
| Participation rate | 79.2% | 66.2%+12.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 17.10% | 24.86%-7.8pp | 151.12%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $871 | $2,236-61.1% | $5,011-82.6% | $2,270-61.6% |
| Participant deferral / active EE | $3,701 | $2,567+44.2% | $5,202-28.9% | $3,740-1.0% |
| Admin fee / account holder | $200 | $400-50.1% | $13,987-98.6% | $513-61.1% |