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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 13 · EIN 04-1590850 | Contract Administrator | $21,456 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,725 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,953 | $78,422-17.2% | $95,952-32.3% | $79,858-18.7% |
| Participation rate | 67.0% | 73.5%-6.5pp | 77.1%-10.0pp | 69.6%-2.6pp |
| Annual return | 13.05% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $995 | $1,945-48.8% | $2,541-60.8% | $2,471-59.7% |
| Participant deferral / active EE | $5,157 | $3,440+49.9% | $4,167+23.8% | $3,740+37.9% |
| Admin fee / account holder | $309 | $5,622-94.5% | $6,795-95.5% | $5,306-94.2% |