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 64 · EIN 71-0294708 | Recordkeeping Fees | $41,489 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES · BOSTON, MA 02266 | Other Commissions | $19,588 |
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 | $29,366 | $65,092-54.9% | $143,799-79.6% | $66,938-56.1% |
| Participation rate | 94.8% | 65.2%+29.6pp | 80.3%+14.5pp | 69.8%+25.0pp |
| Annual return | -13.43% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $666 | $2,362-71.8% | $4,952-86.5% | $2,545-73.8% |
| Participant deferral / active EE | $3,132 | $2,920+7.3% | $5,638-44.5% | $4,238-26.1% |
| Admin fee / account holder | $187 | $502-62.8% | $14,677-98.7% | $594-68.5% |