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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $20,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,680 | $79,151-66.3% | $60,906-56.2% | $64,819-58.8% |
| Participation rate | 51.3% | 77.7%-26.4pp | 73.1%-21.8pp | 71.5%-20.1pp |
| Annual return | 6.81% | -7.12%+13.9pp | 16.94%-10.1pp | 32.84%-26.0pp |
| Employer contribution / active EE | $1,267 | $3,052-58.5% | $2,703-53.1% | $2,507-49.5% |
| Participant deferral / active EE | $4,103 | $3,727+10.1% | $3,814+7.6% | $4,311-4.8% |
| Admin fee / account holder | $179 | $106+69.2% | $3,227-94.5% | $188-4.8% |