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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $23,553 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,943 | $79,089-45.7% | $100,392-57.2% | $74,459-42.3% |
| Participation rate | 90.1% | 79.4%+10.7pp | 81.5%+8.6pp | 67.2%+22.9pp |
| Annual return | 28.67% | 20.61%+8.1pp | 49.45%-20.8pp | 1369.70%-1341.0pp |
| Employer contribution / active EE | $176 | $3,015-94.2% | $3,941-95.5% | $2,626-93.3% |
| Participant deferral / active EE | $6,768 | $7,747-12.6% | $8,090-16.3% | $4,350+55.6% |
| Admin fee / account holder | $145 | $1,336-89.1% | $7,904-98.2% | $1,945-92.5% |