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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $36,171 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,360 | $79,223+26.7% | $102,460-2.0% | $74,478+34.8% |
| Participation rate | 54.1% | 74.8%-20.7pp | 76.5%-22.4pp | 67.2%-13.1pp |
| Annual return | 14.66% | 54.98%-40.3pp | 29.47%-14.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,494 | $2,363+5.5% | $3,025-17.6% | $2,626-5.0% |
| Participant deferral / active EE | $5,465 | $4,417+23.7% | $5,056+8.1% | $4,350+25.6% |
| Admin fee / account holder | $379 | $2,003-81.1% | $9,460-96.0% | $1,946-80.5% |