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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,953 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $12,818 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,766 | $61,172-77.5% | $185,851-92.6% | $79,389-82.7% |
| Participation rate | 91.0% | 66.6%+24.4pp | 81.7%+9.3pp | 70.7%+20.3pp |
| Annual return | 28.18% | 19.45%+8.7pp | 122.11%-93.9pp | 116.89%-88.7pp |
| Employer contribution / active EE | $1,365 | $2,321-41.2% | $5,168-73.6% | $2,428-43.8% |
| Participant deferral / active EE | $1,330 | $2,788-52.3% | $5,569-76.1% | $4,046-67.1% |
| Admin fee / account holder | $93 | $710-86.9% | $16,245-99.4% | $626-85.2% |