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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $70,707 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,862 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,261 | $101,672+64.5% | $147,117+13.7% | $74,478+124.6% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 16.93% | 8757.83%-8740.9pp | 420.54%-403.6pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $4,864 | $3,813+27.6% | $4,932-1.4% | $2,626+85.2% |
| Participant deferral / active EE | $13,357 | $7,305+82.9% | $8,065+65.6% | $4,350+207.0% |
| Admin fee / account holder | $14 | $1,753-99.2% | $12,993-99.9% | $1,946-99.3% |