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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 | $55,446-25.2% | $155,574-73.3% | $74,429-44.3% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 23.15% | 269.20%-246.1pp | 64.87%-41.7pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $4,243 | $2,266+87.3% | $4,676-9.2% | $2,625+61.7% |
| Participant deferral / active EE | $8,314 | $2,836+193.2% | $5,629+47.7% | $4,348+91.2% |
| Admin fee / account holder | $250 | $1,743-85.7% | $15,914-98.4% | $1,944-87.1% |