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 | $55,437-6.0% | $155,534-66.5% | $74,459-30.0% |
| Participation rate | 82.0% | 61.9%+20.1pp | 78.2%+3.8pp | 67.2%+14.8pp |
| Annual return | 13.01% | 269.58%-256.6pp | 64.92%-51.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,298 | $2,266-42.7% | $4,675-72.2% | $2,626-50.6% |
| Participant deferral / active EE | $5,562 | $2,837+96.0% | $5,630-1.2% | $4,350+27.9% |
| Admin fee / account holder | $242 | $1,742-86.1% | $15,900-98.5% | $1,945-87.6% |