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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 01-1900254 | Advisory (Plan) | $10,024 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,993 |
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 | $68,884 | $49,199+40.0% | $121,210-43.2% | $75,177-8.4% |
| Participation rate | 85.1% | 55.4%+29.7pp | 69.5%+15.6pp | 67.2%+17.9pp |
| Annual return | 15.50% | 56.04%-40.5pp | 987.41%-971.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $1,276 | $1,547-17.5% | $4,171-69.4% | $2,671-52.2% |
| Participant deferral / active EE | $1,773 | $2,630-32.6% | $4,084-56.6% | $4,126-57.0% |
| Admin fee / account holder | $78 | $3,946-98.0% | $5,647-98.6% | $5,651-98.6% |