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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $31,076 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $18,779 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,398 | $52,188-5.3% | $86,617-43.0% | $74,440-33.6% |
| Participation rate | 87.1% | 66.3%+20.8pp | 71.7%+15.4pp | 70.7%+16.4pp |
| Annual return | 18.25% | 44.46%-26.2pp | 591.91%-573.7pp | 34.37%-16.1pp |
| Employer contribution / active EE | $2,900 | $2,282+27.1% | $3,023-4.1% | $2,638+9.9% |
| Participant deferral / active EE | $3,327 | $3,383-1.7% | $4,437-25.0% | $4,529-26.5% |
| Admin fee / account holder | $121 | $319-61.9% | $5,613-97.8% | $348-65.1% |