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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 P.O. BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $47,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,875 | $79,089+11.1% | $100,392-12.5% | $74,459+18.0% |
| Participation rate | 68.9% | 79.4%-10.5pp | 81.5%-12.6pp | 67.2%+1.7pp |
| Annual return | 8.60% | 20.61%-12.0pp | 49.45%-40.8pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,201 | $7,747-20.0% | $8,090-23.3% | $4,350+42.6% |
| Admin fee / account holder | $351 | $1,336-73.7% | $7,904-95.6% | $1,945-81.9% |