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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,730 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $5,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,422 | $51,223-34.8% | $82,763-59.6% | $66,949-50.1% |
| Participation rate | 47.6% | 67.9%-20.3pp | 72.6%-24.9pp | 69.8%-22.2pp |
| Annual return | -15.79% | -9.85%-5.9pp | 702.45%-718.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $470 | $2,611-82.0% | $3,008-84.4% | $2,545-81.6% |
| Participant deferral / active EE | $2,165 | $3,460-37.4% | $4,395-50.7% | $4,239-48.9% |
| Admin fee / account holder | $207 | $415-50.1% | $5,325-96.1% | $594-65.1% |