Filed August 8, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $19,186 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,855 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,167 | $74,089-28.2% | $133,975-60.3% | $55,167-3.6% |
| Participation rate | 90.6% | 84.3%+6.3pp | 87.1%+3.5pp | 69.0%+21.6pp |
| Annual return | 6.13% | 12.11%-6.0pp | 29.29%-23.2pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,621 | $3,064-47.1% | $5,211-68.9% | $1,963-17.4% |
| Participant deferral / active EE | $3,978 | $4,678-15.0% | $6,282-36.7% | $3,054+30.2% |
| Admin fee / account holder | $33 | $458-92.9% | $9,324-99.6% | $504-93.5% |