Filed March 2, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $79,099 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $25,000 |
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 | $72,471 | $46,464+56.0% | $150,298-51.8% | $79,634-9.0% |
| Participation rate | 56.8% | 57.0%-0.2pp | 77.8%-21.0pp | 62.5%-5.7pp |
| Annual return | 16.47% | 27.89%-11.4pp | 62.79%-46.3pp | 36.46%-20.0pp |
| Employer contribution / active EE | $1,714 | $1,512+13.4% | $4,154-58.7% | $2,529-32.2% |
| Participant deferral / active EE | $3,704 | $2,157+71.7% | $5,453-32.1% | $3,835-3.4% |
| Admin fee / account holder | $272 | $891-69.5% | $14,116-98.1% | $1,002-72.9% |