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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $26,866 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $50 |
Service code 27 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON2 years Service code 60 | Sub-TA Fees | $0 |
INVESCO2 years Service code 60 | Sub-TA Fees | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
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 | $39,329 | $37,196+5.7% | $154,108-74.5% | $55,725-29.4% |
| Participation rate | 33.6% | 64.1%-30.5pp | 83.0%-49.4pp | 70.9%-37.2pp |
| Annual return | -4.71% | 1319.68%-1324.4pp | 735.21%-739.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $401 | $1,614-75.2% | $5,298-92.4% | $2,078-80.7% |
| Participant deferral / active EE | $1,268 | $2,068-38.7% | $5,081-75.0% | $3,356-62.2% |
| Admin fee / account holder | $85 | $102-16.7% | $13,411-99.4% | $115-26.5% |