Filed November 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY, LLC Service code 55 · EIN 04-1590850 1 MONARCH PLACE · SPRINGFIELD, MA 011441099 | Other Commissions | $21,327 |
PASI, LLC1+ years Service code 13 · EIN 26-1407927 231 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Contract Administrator | $1,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,112 | $36,916-72.6% | $156,551-93.5% | $57,658-82.5% |
| Participation rate | 73.8% | 63.4%+10.4pp | 84.0%-10.2pp | 70.2%+3.6pp |
| Annual return | 2.48% | 12.38%-9.9pp | 32.23%-29.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $617 | $1,571-60.7% | $5,501-88.8% | $1,974-68.7% |
| Participant deferral / active EE | $677 | $1,926-64.8% | $4,871-86.1% | $3,061-77.9% |
| Admin fee / account holder | $30 | $82-63.3% | $13,028-99.8% | $95-67.9% |