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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $18,745 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,549 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,206 | $84,940-36.2% | $111,306-51.3% | $79,389-31.7% |
| Participation rate | 84.2% | 75.9%+8.3pp | 77.3%+6.8pp | 70.7%+13.4pp |
| Annual return | 14.41% | 17.45%-3.0pp | 54.67%-40.3pp | 116.89%-102.5pp |
| Employer contribution / active EE | $1,418 | $1,979-28.4% | $2,732-48.1% | $2,428-41.6% |
| Participant deferral / active EE | $3,870 | $3,889-0.5% | $4,488-13.8% | $4,046-4.4% |
| Admin fee / account holder | $286 | $537-46.8% | $7,966-96.4% | $626-54.4% |