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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $10,479 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,477 | $64,909-36.1% | $82,312-49.6% | $62,293-33.4% |
| Participation rate | 67.5% | 74.9%-7.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 14.60% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $931 | $1,676-44.4% | $2,428-61.6% | $2,042-54.4% |
| Participant deferral / active EE | $2,322 | $3,103-25.2% | $3,706-37.4% | $3,169-26.7% |
| Admin fee / account holder | $83 | $440-81.2% | $5,608-98.5% | $479-82.8% |