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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY, LLC Service code 26 ATTN MMLISI COMMISSIONS · SPRINGFIELD, MA 01111 | Advisory (Participants) | $13,110 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,865 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,942 | $31,679-56.0% | $74,701-81.3% | $65,185-78.6% |
| Participation rate | 77.6% | 40.4%+37.2pp | 54.5%+23.1pp | 70.2%+7.4pp |
| Annual return | 2.56% | 39.04%-36.5pp | 752.92%-750.4pp | 29.38%-26.8pp |
| Employer contribution / active EE | $938 | $566+65.7% | $1,084-13.4% | $2,177-56.9% |
| Participant deferral / active EE | $597 | $1,191-49.9% | $1,964-69.6% | $3,514-83.0% |
| Admin fee / account holder | $49 | $379-87.0% | $3,333-98.5% | $847-94.2% |