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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $14,021 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,973 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,687 | $102,385-73.9% | $147,080-81.9% | $80,935-67.0% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.50% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,240 | $3,717-39.7% | $4,933-54.6% | $2,757-18.8% |
| Participant deferral / active EE | $3,080 | $6,651-53.7% | $8,066-61.8% | $4,299-28.4% |
| Admin fee / account holder | $180 | $7,951-97.7% | $12,989-98.6% | $6,924-97.4% |