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 | $47,269 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $20,833 |
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 | $53,963 | $52,293+3.2% | $178,499-69.8% | $73,412-26.5% |
| Participation rate | 60.5% | 65.3%-4.9pp | 81.9%-21.4pp | 72.2%-11.7pp |
| Annual return | 15.68% | 34.75%-19.1pp | 151.10%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,544 | $1,735-11.1% | $5,011-69.2% | $2,234-30.9% |
| Participant deferral / active EE | $3,074 | $2,332+31.8% | $5,202-40.9% | $3,806-19.2% |
| Admin fee / account holder | $216 | $127+69.5% | $13,986-98.5% | $158+36.7% |