Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY LLC Service code 55 4275 EXECUTIVE SQUARE STE 400 · LA JOLLA, CA 92037 | Other Commissions | $6,414 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $1,533 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,149 | $47,898-64.2% | $117,533-85.4% | $64,819-73.5% |
| Participation rate | 48.4% | 61.9%-13.5pp | 70.6%-22.2pp | 71.5%-23.1pp |
| Annual return | -14.57% | -15.54%+1.0pp | 29.77%-44.3pp | 32.84%-47.4pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,179-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,317 | $3,151-58.2% | $4,072-67.7% | $4,311-69.4% |
| Admin fee / account holder | $7 | $132-94.8% | $5,647-99.9% | $188-96.3% |