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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $42,567 |
THE VANGUARD GROUP, INC.1 year Service code 99 · EIN 23-1945930 | Other Fees | $6,855 |
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 | $93,543 | $82,879+12.9% | $96,576-3.1% | $67,986+37.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | 19.84% | 36.90%-17.1pp | 38.47%-18.6pp | 31.67%-11.8pp |
| Employer contribution / active EE | $5,017 | $2,727+84.0% | $3,553+41.2% | $2,019+148.5% |
| Participant deferral / active EE | $11,606 | $6,976+66.4% | $7,956+45.9% | $3,358+245.6% |
| Admin fee / account holder | $266 | $2,783-90.5% | $11,381-97.7% | $3,203-91.7% |