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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $4,329 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,906 | $84,948-90.7% | $70,476-88.8% | $73,412-89.2% |
| Participation rate | 22.8% | 79.9%-57.1pp | 75.1%-52.3pp | 72.2%-49.4pp |
| Annual return | 15.45% | 13.39%+2.1pp | 109.12%-93.7pp | 59.30%-43.8pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $636 | $3,387-81.2% | $3,710-82.9% | $3,806-83.3% |
| Admin fee / account holder | $40 | $98-59.6% | $3,847-99.0% | $158-74.9% |