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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 | $101,499+64.8% | $147,005+13.8% | $74,546+124.4% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 16.93% | 8732.34%-8715.4pp | 418.76%-401.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $4,864 | $3,811+27.6% | $4,934-1.4% | $2,624+85.3% |
| Participant deferral / active EE | $13,357 | $7,304+82.9% | $8,070+65.5% | $4,347+207.2% |
| Admin fee / account holder | $14 | $1,748-99.2% | $13,006-99.9% | $1,944-99.3% |