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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $28,517 |
Filed as: THE RETIREMENT PLAN COMPANY LLC Service code 49 PO BOX 50 · LAKELAND, FL 33802 | Other Services | $21,073 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $5,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,055 | $80,705+110.7% | $115,768+46.9% | $67,986+150.1% |
| Participation rate | 90.4% | 63.0%+27.4pp | 74.4%+16.0pp | 57.2%+33.2pp |
| Annual return | 10.93% | 18.49%-7.6pp | 100.46%-89.5pp | 31.67%-20.7pp |
| Employer contribution / active EE | $4,093 | $2,046+100.0% | $2,940+39.2% | $2,019+102.8% |
| Participant deferral / active EE | $7,366 | $3,559+107.0% | $4,917+49.8% | $3,358+119.3% |
| Admin fee / account holder | $309 | $4,135-92.5% | $12,439-97.5% | $3,203-90.3% |