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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,927 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $43,161 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $5,012 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,007 | $82,972-12.0% | $103,374-29.4% | $77,671-6.0% |
| Participation rate | 94.4% | 71.5%+22.9pp | 74.5%+19.9pp | 70.6%+23.8pp |
| Annual return | 17.47% | 19.14%-1.7pp | 24.89%-7.4pp | 31.21%-13.7pp |
| Employer contribution / active EE | $1,281 | $3,554-64.0% | $3,869-66.9% | $2,726-53.0% |
| Participant deferral / active EE | $8,856 | $4,108+115.6% | $5,058+75.1% | $4,648+90.5% |
| Admin fee / account holder | $125 | $639-80.4% | $8,394-98.5% | $430-71.0% |