Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $22,055 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $18,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,420 | $62,928-31.0% | $172,755-74.9% | $67,579-35.7% |
| Participation rate | 67.2% | 64.5%+2.7pp | 82.6%-15.5pp | 71.3%-4.1pp |
| Annual return | 30.04% | 30.36%-0.3pp | 802.94%-772.9pp | 378.56%-348.5pp |
| Employer contribution / active EE | $1,591 | $1,636-2.7% | $5,144-69.1% | $2,148-25.9% |
| Participant deferral / active EE | $3,154 | $2,145+47.1% | $5,198-39.3% | $3,539-10.9% |
| Admin fee / account holder | $101 | $167-39.6% | $13,955-99.3% | $142-29.2% |