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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES, LLC Service code 18 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Custodial (other than securities) | $12,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,552 | $61,172+121.6% | $185,851-27.1% | $79,389+70.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 188.81% | 19.45%+169.4pp | 122.11%+66.7pp | 116.89%+71.9pp |
| Employer contribution / active EE | $3,641 | $2,321+56.9% | $5,168-29.6% | $2,428+50.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $90 | $710-87.3% | $16,245-99.4% | $626-85.6% |