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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $6,127 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $1,813 |
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 | $209,844 | $47,977+337.4% | $154,108+36.2% | $56,289+272.8% |
| Participation rate | 81.8% | 66.2%+15.6pp | 83.0%-1.2pp | 69.9%+12.0pp |
| Annual return | 10.79% | 3.54%+7.2pp | 735.21%-724.4pp | -9.96%+20.7pp |
| Employer contribution / active EE | $6,176 | $2,169+184.8% | $5,298+16.6% | $2,111+192.6% |
| Participant deferral / active EE | $4,619 | $2,392+93.1% | $5,081-9.1% | $3,350+37.9% |
| Admin fee / account holder | $56 | $438-87.3% | $13,411-99.6% | $521-89.3% |