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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,463 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $8,775 |
Service code 15 · EIN 14-1624930 | Recordkeeping | $1,272 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $240 |
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 | $122,972 | $55,449+121.8% | $83,831+46.7% | $56,289+118.5% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.2pp | 69.9%+29.4pp |
| Annual return | -4.01% | -1.38%-2.6pp | 850.99%-855.0pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,516 | $2,430+168.1% | $3,631+79.5% | $2,111+208.7% |
| Participant deferral / active EE | $2,525 | $2,935-14.0% | $4,082-38.2% | $3,350-24.6% |
| Admin fee / account holder | $102 | $656-84.4% | $5,479-98.1% | $521-80.4% |