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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC. Service code 99 · EIN 04-2746212 | Other Fees | $8,466 |
PENTEGRA SERVICES, INC.1+ years Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $6,931 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,775 | $58,320-74.7% | $86,451-82.9% | $66,949-77.9% |
| Participation rate | 98.3% | 78.6%+19.7pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4398.51%-4398.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $3,559 | $2,615+36.1% | $3,770-5.6% | $2,545+39.8% |
| Participant deferral / active EE | $9,125 | $6,899+32.3% | $6,953+31.2% | $4,239+115.3% |
| Admin fee / account holder | $44 | $546-91.9% | $6,734-99.3% | $594-92.6% |