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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $40,429 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,958 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,045 | $66,601-11.3% | $92,903-36.4% | $67,579-12.6% |
| Participation rate | 77.7% | 72.5%+5.2pp | 76.0%+1.7pp | 71.3%+6.5pp |
| Annual return | 22.66% | 92.58%-69.9pp | 109.43%-86.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,495 | $2,775-46.1% | $3,653-59.1% | $2,148-30.4% |
| Participant deferral / active EE | $4,621 | $3,157+46.4% | $4,238+9.1% | $3,539+30.6% |
| Admin fee / account holder | $240 | $199+20.9% | $5,795-95.9% | $142+69.0% |