Filed December 2, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $55,231 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $9,320 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $81 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
18 funds hold $22.4M of the plan's $23.0M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 13 vintages | $14.4M | 64.2% |
| Vanguard 500 Index Fund - Admiral Shares Vanguard · Separate account Index | $2.5M | 11.2% |
| MFS Growth Fund - Class R6 MFS (Sun Life) · Separate account | $1.7M | 7.6% |
| American Funds Washington Mutual Investors Fund - Class R-6 Capital Group · Separate account | $638K | 2.8% |
| Vanguard Total Bond Market Index Fund - Admiral Shares Vanguard · Separate account Index | $562K | 2.5% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $491K | 2.2% |
| Vanguard Mid-Cap Index Fund - Admiral Shares Vanguard · Separate account Index | $418K | 1.9% |
| Vanguard Small-Cap Index Fund - Admiral Shares Vanguard · Separate account Index | $390K | 1.7% |
| American Funds American Balanced Fund - Class R-6 Capital Group · Separate account | $309K | 1.4% |
| Vanguard Total International Stock Index Fund - Admiral Shares Vanguard · Separate account Index | $226K | 1.0% |
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Covers 2,601 large plans that list their funds in their annual filing. Updated Nov 1, 2026. Shares describe these plans, not the whole market.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,029 | $122,693-78.0% | $184,203-85.3% | $199,593-86.5% |
| Participation rate | 32.4% | 86.8%-54.4pp | 86.8%-54.4pp | 72.0%-39.6pp |
| Annual return | 25.23% | 143.91%-118.7pp | 28.81%-3.6pp | 34.25%-9.0pp |
| Employer contribution / active EE | $574 | $4,584-87.5% | $6,427-91.1% | $3,034-81.1% |
| Participant deferral / active EE | $1,712 | $7,990-78.6% | $9,131-81.2% | $5,087-66.3% |
| Admin fee / account holder | $86 | $121-28.9% | $13,901-99.4% | $269-68.1% |