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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $49,445 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $6,236 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 81-4543855 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,050 | $65,367+10.2% | $92,915-22.5% | $72,976-1.3% |
| Participation rate | 77.3% | 68.3%+9.0pp | 76.0%+1.3pp | 69.5%+7.8pp |
| Annual return | 0.54% | 42.11%-41.6pp | 109.45%-108.9pp | 81.02%-80.5pp |
| Employer contribution / active EE | $576 | $2,594-77.8% | $3,653-84.2% | $2,440-76.4% |
| Participant deferral / active EE | $4,902 | $3,128+56.7% | $4,238+15.7% | $3,608+35.9% |
| Admin fee / account holder | $537 | $4,251-87.4% | $5,796-90.7% | $5,124-89.5% |