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 13 · EIN 42-0127290 | Contract Administrator | $1,200 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,624 | $80,753-32.4% | $136,298-59.9% | $62,293-12.3% |
| Participation rate | 65.7% | 73.5%-7.8pp | 81.9%-16.2pp | 69.5%-3.8pp |
| Annual return | 25.87% | 35.83%-10.0pp | 5156.27%-5130.4pp | 28.90%-3.0pp |
| Employer contribution / active EE | $96 | $2,884-96.7% | $4,696-97.9% | $2,042-95.3% |
| Participant deferral / active EE | $9,245 | $5,164+79.0% | $6,247+48.0% | $3,169+191.7% |
| Admin fee / account holder | $13 | $525-97.5% | $9,244-99.9% | $479-97.3% |