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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,217 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES · BOSTON, MA 02266 | Other Commissions | $18,705 |
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 | $33,551 | $61,356-45.3% | $149,696-77.6% | $71,511-53.1% |
| Participation rate | 95.0% | 62.5%+32.4pp | 78.8%+16.2pp | 67.9%+27.0pp |
| Annual return | 16.83% | 35.86%-19.0pp | 134.46%-117.6pp | 28.86%-12.0pp |
| Employer contribution / active EE | $1,512 | $2,382-36.5% | $4,821-68.6% | $2,589-41.6% |
| Participant deferral / active EE | $4,000 | $2,920+37.0% | $5,682-29.6% | $4,291-6.8% |
| Admin fee / account holder | $183 | $1,263-85.5% | $13,212-98.6% | $1,588-88.4% |