Filed December 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $81,172 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,585 | $47,180+9.3% | $149,723-65.5% | $74,473-30.7% |
| Participation rate | 50.6% | 63.4%-12.8pp | 78.8%-28.2pp | 70.7%-20.1pp |
| Annual return | 15.52% | 22.75%-7.2pp | 134.50%-119.0pp | 34.36%-18.8pp |
| Employer contribution / active EE | $1,291 | $1,907-32.3% | $4,821-73.2% | $2,638-51.1% |
| Participant deferral / active EE | $2,743 | $2,730+0.4% | $5,682-51.7% | $4,530-39.5% |
| Admin fee / account holder | $165 | $343-51.9% | $13,215-98.8% | $347-52.5% |