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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS Service code 27 · EIN 04-1590850 | Advisory (Plan) | $9,996 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,306 |
SAGEPOINT FINANCIAL INC2 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $4,406 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,432 | $78,682+17.5% | $109,188-15.3% | $85,851+7.7% |
| Participation rate | 88.4% | 68.3%+20.1pp | 75.9%+12.5pp | 69.3%+19.1pp |
| Annual return | 12.16% | 25.09%-12.9pp | 25.76%-13.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,330 | $3,468+140.2% | $4,654+79.0% | $3,952+110.8% |
| Admin fee / account holder | $276 | $5,470-95.0% | $6,755-95.9% | $6,261-95.6% |