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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,710 | $45,343+497.0% | $150,298+80.1% | $67,986+298.2% |
| Participation rate | 90.1% | 51.9%+38.3pp | 77.8%+12.4pp | 57.2%+32.9pp |
| Annual return | 11.00% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $7,741 | $1,462+429.5% | $4,154+86.3% | $2,019+283.4% |
| Participant deferral / active EE | $5,897 | $2,055+187.0% | $5,453+8.2% | $3,358+75.6% |
| Admin fee / account holder | $117 | $2,250-94.8% | $14,116-99.2% | $3,203-96.3% |