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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC. Service code 99 · EIN 04-2746212 | Other Fees | $36,313 |
PENTEGRA SERVICES, INC.2+ years Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $6,219 |
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 | $40,848 | $89,282-54.2% | $94,672-56.9% | $74,473-45.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 253.77% | 25.96%+227.8pp | 156.89%+96.9pp | 34.36%+219.4pp |
| Employer contribution / active EE | $3,272 | $3,022+8.3% | $3,673-10.9% | $2,638+24.0% |
| Participant deferral / active EE | $8,561 | $8,425+1.6% | $7,417+15.4% | $4,530+89.0% |
| Admin fee / account holder | $31 | $219-85.8% | $7,222-99.6% | $347-91.1% |