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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $22,703 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,635 |
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 | $71,281 | $86,940-18.0% | $102,434-30.4% | $80,935-11.9% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.7%+27.5pp |
| Annual return | 15.51% | 18.89%-3.4pp | 29.46%-13.9pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,624 | $4,121+109.3% | $5,055+70.6% | $4,299+100.6% |
| Admin fee / account holder | $179 | $8,047-97.8% | $9,462-98.1% | $6,924-97.4% |