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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 | $102,393-73.9% | $147,041-81.9% | $80,911-67.0% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.50% | 134.95%-122.5pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,240 | $3,715-39.7% | $4,935-54.6% | $2,756-18.7% |
| Participant deferral / active EE | $3,080 | $6,647-53.7% | $8,071-61.8% | $4,297-28.3% |
| Admin fee / account holder | $180 | $7,943-97.7% | $13,006-98.6% | $6,935-97.4% |