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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,400 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $8,461 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,328 | $47,977-13.9% | $154,108-73.2% | $56,289-26.6% |
| Participation rate | 99.4% | 66.2%+33.2pp | 83.0%+16.4pp | 69.9%+29.6pp |
| Annual return | -1.84% | 3.54%-5.4pp | 735.21%-737.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,349 | $2,169-37.8% | $5,298-74.5% | $2,111-36.1% |
| Participant deferral / active EE | $1,910 | $2,392-20.2% | $5,081-62.4% | $3,350-43.0% |
| Admin fee / account holder | $183 | $438-58.2% | $13,411-98.6% | $521-64.8% |