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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $63,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,898 | $52,722+9.8% | $90,440-36.0% | $73,412-21.1% |
| Participation rate | 30.9% | 67.7%-36.8pp | 72.7%-41.8pp | 72.2%-41.3pp |
| Annual return | 13.87% | 20.70%-6.8pp | 1294.38%-1280.5pp | 59.30%-45.4pp |
| Employer contribution / active EE | $91 | $1,872-95.1% | $3,263-97.2% | $2,234-95.9% |
| Participant deferral / active EE | $1,604 | $2,810-42.9% | $3,964-59.5% | $3,806-57.9% |
| Admin fee / account holder | $256 | $117+119.3% | $5,615-95.4% | $158+62.3% |