Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $54,367 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $39,393 |
NATIONAL FINANCIAL SERVICES2 years 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 | $61,168 | $66,009-7.3% | $81,780-25.2% | $77,692-21.3% |
| Participation rate | 94.2% | 65.8%+28.4pp | 72.4%+21.8pp | 70.6%+23.6pp |
| Annual return | 13.76% | 26.66%-12.9pp | 776.27%-762.5pp | 31.25%-17.5pp |
| Employer contribution / active EE | $3,283 | $2,374+38.3% | $2,914+12.7% | $2,726+20.4% |
| Participant deferral / active EE | $3,806 | $3,510+8.5% | $4,321-11.9% | $4,648-18.1% |
| Admin fee / account holder | $239 | $527-54.6% | $7,384-96.8% | $431-44.4% |