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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,791 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $20,278 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $10,151 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $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 | $41,482 | $55,470-25.2% | $155,556-73.3% | $74,478-44.3% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 23.15% | 269.80%-246.7pp | 64.84%-41.7pp | 1370.56%-1347.4pp |
| Employer contribution / active EE | $4,243 | $2,267+87.2% | $4,675-9.2% | $2,626+61.6% |
| Participant deferral / active EE | $8,314 | $2,838+193.0% | $5,631+47.7% | $4,350+91.1% |
| Admin fee / account holder | $250 | $1,744-85.7% | $15,885-98.4% | $1,946-87.1% |