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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) | $14,234 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,984 |
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 | $13,751 | $35,986-61.8% | $77,482-82.3% | $73,488-81.3% |
| Participation rate | 73.9% | 40.8%+33.0pp | 54.2%+19.7pp | 70.7%+3.2pp |
| Annual return | 9.59% | 19.26%-9.7pp | 54.79%-45.2pp | 28.51%-18.9pp |
| Employer contribution / active EE | $865 | $557+55.2% | $986-12.3% | $2,270-61.9% |
| Participant deferral / active EE | $545 | $1,198-54.5% | $1,861-70.7% | $3,740-85.4% |
| Admin fee / account holder | $8 | $466-98.2% | $2,858-99.7% | $513-98.4% |