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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $7,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,962 | $74,706-50.5% | $75,717-51.2% | $79,393-53.4% |
| Participation rate | 37.0% | 75.3%-38.3pp | 74.8%-37.8pp | 70.7%-33.7pp |
| Annual return | 0.00% | 18.52%-18.5pp | 104.58%-104.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,119 | $3,533-11.7% | $3,821-18.4% | $4,046-22.9% |
| Admin fee / account holder | $144 | $374-61.5% | $3,619-96.0% | $627-77.0% |