Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $31,762 |
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $11,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,539 | $89,438-36.8% | $164,928-65.7% | $77,692-27.2% |
| Participation rate | 63.8% | 78.6%-14.9pp | 78.6%-14.9pp | 70.6%-6.8pp |
| Annual return | 27.45% | 28.82%-1.4pp | 70.08%-42.6pp | 31.25%-3.8pp |
| Employer contribution / active EE | $1,465 | $2,567-42.9% | $4,343-66.3% | $2,726-46.3% |
| Participant deferral / active EE | $7,235 | $4,901+47.6% | $6,034+19.9% | $4,648+55.7% |
| Admin fee / account holder | $3 | $340-99.1% | $12,684-100.0% | $431-99.3% |