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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $19,989 |
Service code 15 · EIN 23-1735188 | Recordkeeping | $15,225 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,073 | $88,122-76.1% | $141,162-85.1% | $67,579-68.8% |
| Participation rate | 78.4% | 76.5%+1.9pp | 82.5%-4.1pp | 71.3%+7.1pp |
| Annual return | 23.73% | 75.40%-51.7pp | 71.39%-47.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $446 | $3,224-86.2% | $4,735-90.6% | $2,148-79.2% |
| Participant deferral / active EE | $3,215 | $5,958-46.0% | $6,709-52.1% | $3,539-9.2% |
| Admin fee / account holder | $48 | $131-63.1% | $10,261-99.5% | $142-66.1% |