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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 | $43,749-61.1% | $158,223-89.2% | $65,306-73.9% |
| Participation rate | 82.1% | 56.9%+25.2pp | 79.2%+2.9pp | 57.7%+24.4pp |
| Annual return | 9.89% | 19.41%-9.5pp | 52.09%-42.2pp | 21.94%-12.1pp |
| Employer contribution / active EE | $1,505 | $1,497+0.5% | $4,109-63.4% | $1,967-23.5% |
| Participant deferral / active EE | $1,434 | $2,019-29.0% | $5,467-73.8% | $2,959-51.5% |
| Admin fee / account holder | $125 | $1,930-93.5% | $16,047-99.2% | $3,480-96.4% |