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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY, LLC Service code 55 | Other Commissions | $22,944 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 49 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Other Services | $18,540 |
Filed as: THE RETIREMENT PLAN COMPANY LLC Service code 49 PO BOX 50 · LAKELAND, FL 33802 | Other Services | $6,808 |
MMML INSURANCE AGENCY, LLC2 years Service code 55 PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,131 | $78,562+97.5% | $105,608+46.9% | $74,429+108.4% |
| Participation rate | 91.4% | 72.8%+18.6pp | 75.3%+16.1pp | 67.2%+24.2pp |
| Annual return | 16.82% | 15.94%+0.9pp | 116.50%-99.7pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $3,999 | $2,521+58.6% | $3,167+26.3% | $2,625+52.4% |
| Participant deferral / active EE | $6,808 | $4,321+57.5% | $5,010+35.9% | $4,348+56.6% |
| Admin fee / account holder | $301 | $2,217-86.4% | $11,028-97.3% | $1,944-84.5% |