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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $46,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,438 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,258 |
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 | $64,958 | $91,517-29.0% | $101,271-35.9% | $73,412-11.5% |
| Participation rate | 84.4% | 73.8%+10.7pp | 75.8%+8.6pp | 72.2%+12.3pp |
| Annual return | 17.53% | 17.17%+0.4pp | 46.48%-29.0pp | 59.30%-41.8pp |
| Employer contribution / active EE | $1,817 | $2,877-36.8% | $3,660-50.3% | $2,234-18.6% |
| Participant deferral / active EE | $5,508 | $3,338+65.0% | $4,371+26.0% | $3,806+44.7% |
| Admin fee / account holder | $248 | $216+14.9% | $5,948-95.8% | $158+57.1% |