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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,688-63.5% | $189,758-91.0% | $69,733-75.6% |
| Participation rate | 82.1% | 61.7%+20.4pp | 79.8%+2.3pp | 62.5%+19.7pp |
| Annual return | 9.89% | 14.35%-4.5pp | 52.62%-42.7pp | 15.22%-5.3pp |
| Employer contribution / active EE | $1,505 | $1,695-11.2% | $4,767-68.4% | $2,250-33.1% |
| Participant deferral / active EE | $1,434 | $2,143-33.1% | $5,856-75.5% | $3,054-53.0% |
| Admin fee / account holder | $125 | $1,700-92.7% | $20,388-99.4% | $3,102-96.0% |