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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,710 | $49,915+442.3% | $154,803+74.9% | $74,304+264.3% |
| Participation rate | 90.1% | 54.0%+36.2pp | 78.1%+12.1pp | 60.3%+29.8pp |
| Annual return | 11.00% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $7,741 | $1,611+380.4% | $4,305+79.8% | $2,241+245.4% |
| Participant deferral / active EE | $5,897 | $2,255+161.6% | $5,540+6.4% | $3,767+56.5% |
| Admin fee / account holder | $117 | $2,189-94.7% | $14,329-99.2% | $2,969-96.1% |