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 |
|---|---|---|
Filed as: MML INSURANCE AGENCY Service code 15 · EIN 04-3109325 4275 EXECUTIVE SQUARE STE 400 · LA JOLLA, CA 92037 | Recordkeeping | $19,506 |
APRIO BENEFIT ADVISORS LLC5 years Filed as: APRIO BENEFIT ADVISORS Service code 14 · EIN 58-2526504 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Plan Administrator | $1,650 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,787 | $84,940-80.2% | $111,306-84.9% | $79,389-78.9% |
| Participation rate | 37.8% | 75.9%-38.1pp | 77.3%-39.5pp | 70.7%-32.9pp |
| Annual return | 14.08% | 17.45%-3.4pp | 54.67%-40.6pp | 116.89%-102.8pp |
| Employer contribution / active EE | $382 | $1,979-80.7% | $2,732-86.0% | $2,428-84.3% |
| Participant deferral / active EE | $1,394 | $3,889-64.2% | $4,488-68.9% | $4,046-65.5% |
| Admin fee / account holder | $168 | $537-68.7% | $7,966-97.9% | $626-73.2% |