Filed January 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $40,993 |
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 | $45,292 | $61,391-26.2% | $149,723-69.7% | $71,529-36.7% |
| Participation rate | 84.3% | 62.5%+21.8pp | 78.8%+5.6pp | 67.9%+16.4pp |
| Annual return | 19.26% | 35.88%-16.6pp | 134.50%-115.2pp | 28.97%-9.7pp |
| Employer contribution / active EE | $1,122 | $2,384-52.9% | $4,821-76.7% | $2,590-56.7% |
| Participant deferral / active EE | $5,135 | $2,921+75.8% | $5,682-9.6% | $4,291+19.7% |
| Admin fee / account holder | $196 | $1,264-84.5% | $13,215-98.5% | $1,588-87.7% |