Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $30,562 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 22-2027092 | Other Fees | $8,940 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 99 · EIN 71-0294708 | Other Fees | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,831 | $101,591+85.9% | $147,096+28.4% | $74,429+153.7% |
| Participation rate | 78.3% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.0pp |
| Annual return | 12.82% | 8746.45%-8733.6pp | 419.75%-406.9pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $2,023 | $3,813-46.9% | $4,936-59.0% | $2,625-22.9% |
| Participant deferral / active EE | $8,331 | $7,302+14.1% | $8,071+3.2% | $4,348+91.6% |
| Admin fee / account holder | $148 | $1,750-91.5% | $13,005-98.9% | $1,944-92.4% |