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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $25,091 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,264 |
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 | $40,378 | $99,957-59.6% | $149,730-73.0% | $73,493-45.1% |
| Participation rate | 76.4% | 75.7%+0.7pp | 82.5%-6.1pp | 70.7%+5.7pp |
| Annual return | 26.65% | 53.87%-27.2pp | 276.70%-250.1pp | 28.51%-1.9pp |
| Employer contribution / active EE | $2,893 | $3,191-9.3% | $4,645-37.7% | $2,270+27.4% |
| Participant deferral / active EE | $6,093 | $6,073+0.3% | $6,843-11.0% | $3,740+62.9% |
| Admin fee / account holder | $13 | $551-97.6% | $9,310-99.9% | $513-97.4% |