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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $30,496 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,856 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,646 | $52,722-41.9% | $90,440-66.1% | $73,412-58.3% |
| Participation rate | 96.9% | 67.7%+29.2pp | 72.7%+24.2pp | 72.2%+24.7pp |
| Annual return | 14.94% | 20.70%-5.8pp | 1294.38%-1279.4pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,617 | $1,872-13.6% | $3,263-50.5% | $2,234-27.6% |
| Participant deferral / active EE | $1,329 | $2,810-52.7% | $3,964-66.5% | $3,806-65.1% |
| Admin fee / account holder | $20 | $117-82.7% | $5,615-99.6% | $158-87.2% |