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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $18,345 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $10 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,710 | $46,688+479.8% | $189,758+42.7% | $69,733+288.2% |
| Participation rate | 90.1% | 61.7%+28.4pp | 79.8%+10.3pp | 62.5%+27.7pp |
| Annual return | 11.00% | 14.35%-3.3pp | 52.62%-41.6pp | 15.22%-4.2pp |
| Employer contribution / active EE | $7,741 | $1,695+356.7% | $4,767+62.4% | $2,250+244.0% |
| Participant deferral / active EE | $5,897 | $2,143+175.2% | $5,856+0.7% | $3,054+93.1% |
| Admin fee / account holder | $117 | $1,700-93.1% | $20,388-99.4% | $3,102-96.2% |