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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $52,108 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES · BOSTON, MA 02266 | Other Commissions | $0 |
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 | $32,014 | $55,446-42.3% | $155,574-79.4% | $74,429-57.0% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.3pp | 67.2%+27.3pp |
| Annual return | 14.19% | 269.20%-255.0pp | 64.87%-50.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,508 | $2,266+10.7% | $4,676-46.4% | $2,625-4.5% |
| Participant deferral / active EE | $3,612 | $2,836+27.4% | $5,629-35.8% | $4,348-16.9% |
| Admin fee / account holder | $197 | $1,743-88.7% | $15,914-98.8% | $1,944-89.9% |