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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 49 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Other Services | $19,267 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 | Other Commissions | $13,424 |
Service code 55 PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $0 |
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 | $127,828 | $71,523+78.7% | $98,461+29.8% | $71,511+78.8% |
| Participation rate | 91.6% | 72.7%+18.9pp | 75.2%+16.5pp | 67.9%+23.7pp |
| Annual return | 4.27% | 32.43%-28.2pp | 21.17%-16.9pp | 28.86%-24.6pp |
| Employer contribution / active EE | $3,926 | $2,399+63.6% | $3,049+28.8% | $2,589+51.6% |
| Participant deferral / active EE | $6,592 | $4,109+60.4% | $4,738+39.1% | $4,291+53.6% |
| Admin fee / account holder | $208 | $1,676-87.6% | $8,961-97.7% | $1,588-86.9% |