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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,146 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $18,830 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,028 | $43,496-60.9% | $161,489-89.5% | $64,340-73.5% |
| Participation rate | 82.1% | 53.5%+28.6pp | 78.7%+3.4pp | 55.2%+26.9pp |
| Annual return | 9.89% | 20.76%-10.9pp | 89.72%-79.8pp | 24.14%-14.3pp |
| Employer contribution / active EE | $1,505 | $1,431+5.2% | $4,268-64.7% | $1,862-19.2% |
| Participant deferral / active EE | $1,434 | $1,996-28.1% | $5,630-74.5% | $2,980-51.9% |
| Admin fee / account holder | $125 | $2,330-94.6% | $16,006-99.2% | $3,703-96.6% |