Filed November 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY, LLC Service code 53 · EIN 04-1590850 1 MONARCH PLACE · SPRINGFIELD, MA 011441099 | Insurance Commissions | $7,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,044 | $62,928-74.5% | $172,752-90.7% | $67,579-76.3% |
| Participation rate | 65.9% | 64.5%+1.4pp | 82.6%-16.8pp | 71.3%-5.4pp |
| Annual return | 5.78% | 30.36%-24.6pp | 802.97%-797.2pp | 378.56%-372.8pp |
| Employer contribution / active EE | $762 | $1,636-53.4% | $5,144-85.2% | $2,148-64.5% |
| Participant deferral / active EE | $1,141 | $2,145-46.8% | $5,198-78.1% | $3,539-67.8% |
| Admin fee / account holder | $39 | $167-76.4% | $13,955-99.7% | $142-72.3% |