Filed January 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,149 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $25,000 |
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 | $45,493 | $61,172-25.6% | $185,851-75.5% | $79,389-42.7% |
| Participation rate | 78.3% | 66.6%+11.7pp | 81.7%-3.4pp | 70.7%+7.6pp |
| Annual return | 15.51% | 19.45%-3.9pp | 122.11%-106.6pp | 116.89%-101.4pp |
| Employer contribution / active EE | $939 | $2,321-59.5% | $5,168-81.8% | $2,428-61.3% |
| Participant deferral / active EE | $4,066 | $2,788+45.8% | $5,569-27.0% | $4,046+0.5% |
| Admin fee / account holder | $248 | $710-65.1% | $16,245-98.5% | $626-60.4% |