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 | $8,034 |
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 | $19,201 | $52,293-63.3% | $178,499-89.2% | $73,412-73.8% |
| Participation rate | 69.6% | 65.3%+4.3pp | 81.9%-12.3pp | 72.2%-2.5pp |
| Annual return | 0.77% | 34.75%-34.0pp | 151.10%-150.3pp | 59.30%-58.5pp |
| Employer contribution / active EE | $914 | $1,735-47.3% | $5,011-81.8% | $2,234-59.1% |
| Participant deferral / active EE | $1,379 | $2,332-40.9% | $5,202-73.5% | $3,806-63.8% |
| Admin fee / account holder | $35 | $127-72.2% | $13,986-99.7% | $158-77.5% |