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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC. Service code 99 · EIN 04-2746212 | Other Fees | $38,004 |
PENTEGRA SERVICES, INC.3+ years Service code 49 · EIN 71-0294708 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $7,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,966 | $90,064-50.1% | $100,415-55.2% | $77,762-42.2% |
| Participation rate | 72.7% | 81.3%-8.6pp | 81.5%-8.8pp | 70.6%+2.1pp |
| Annual return | 22.14% | 20.61%+1.5pp | 49.47%-27.3pp | 31.27%-9.1pp |
| Employer contribution / active EE | $2,959 | $3,043-2.8% | $3,943-25.0% | $2,728+8.5% |
| Participant deferral / active EE | $8,733 | $8,282+5.4% | $8,091+7.9% | $4,651+87.8% |
| Admin fee / account holder | $36 | $172-78.8% | $7,906-99.5% | $433-91.6% |