Filed December 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $108,391 |
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 | $60,619 | $50,902+19.1% | $155,534-61.0% | $77,736-22.0% |
| Participation rate | 49.1% | 63.1%-14.0pp | 78.2%-29.1pp | 70.6%-21.4pp |
| Annual return | 13.99% | 34.85%-20.9pp | 64.92%-50.9pp | 31.26%-17.3pp |
| Employer contribution / active EE | $1,082 | $1,991-45.7% | $4,675-76.9% | $2,728-60.3% |
| Participant deferral / active EE | $2,723 | $2,824-3.6% | $5,630-51.6% | $4,651-41.4% |
| Admin fee / account holder | $224 | $437-48.8% | $15,900-98.6% | $433-48.3% |