Filed January 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,197 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | 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 | $37,152 | $65,125-43.0% | $143,797-74.2% | $66,949-44.5% |
| Participation rate | 77.0% | 65.2%+11.8pp | 80.3%-3.3pp | 69.8%+7.2pp |
| Annual return | -17.63% | -11.13%-6.5pp | -0.04%-17.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $1,002 | $2,362-57.6% | $4,952-79.8% | $2,545-60.6% |
| Participant deferral / active EE | $5,206 | $2,920+78.3% | $5,638-7.7% | $4,239+22.8% |
| Admin fee / account holder | $191 | $503-62.0% | $14,679-98.7% | $594-67.8% |