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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,554 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $10,071 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 ATTN MMLISI COMMISSIONS · SPRINGFIELD, MA 01111 | Other Commissions | $4,116 |
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 | $42,961 | $55,453-22.5% | $170,435-74.8% | $62,293-31.0% |
| Participation rate | 92.9% | 66.4%+26.6pp | 83.6%+9.4pp | 69.5%+23.4pp |
| Annual return | 15.62% | 21.38%-5.8pp | 205.94%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $677 | $2,164-68.7% | $5,432-87.5% | $2,042-66.9% |
| Participant deferral / active EE | $2,543 | $2,303+10.4% | $4,939-48.5% | $3,169-19.7% |
| Admin fee / account holder | $147 | $455-67.7% | $13,881-98.9% | $479-69.4% |