Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICE INC Service code 99 | Other Fees | $24,500 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,262 | $46,332+8.5% | $143,799-65.0% | $64,819-22.5% |
| Participation rate | 70.3% | 64.2%+6.1pp | 80.3%-10.0pp | 71.5%-1.1pp |
| Annual return | -15.95% | -10.05%-5.9pp | -0.04%-15.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,927 | $1,911+0.8% | $4,952-61.1% | $2,507-23.1% |
| Participant deferral / active EE | $4,087 | $2,647+54.4% | $5,638-27.5% | $4,311-5.2% |
| Admin fee / account holder | $211 | $154+37.0% | $14,677-98.6% | $188+12.2% |