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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,151 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 01-1900254 | Advisory (Plan) | $8,379 |
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 | $71,853 | $51,638+39.1% | $129,406-44.5% | $80,959-11.2% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.84% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,640 | $1,584+66.7% | $4,155-36.5% | $2,757-4.3% |
| Participant deferral / active EE | $3,681 | $2,670+37.9% | $4,167-11.7% | $4,300-14.4% |
| Admin fee / account holder | $150 | $4,313-96.5% | $7,689-98.0% | $6,925-97.8% |