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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $7,159 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $1,514 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $218,713 | $52,967+312.9% | $172,753+26.6% | $65,186+235.5% |
| Participation rate | 77.4% | 66.2%+11.2pp | 82.6%-5.3pp | 70.2%+7.2pp |
| Annual return | 3.34% | 30.12%-26.8pp | 803.00%-799.7pp | 29.39%-26.0pp |
| Employer contribution / active EE | $6,362 | $2,190+190.5% | $5,144+23.7% | $2,177+192.3% |
| Participant deferral / active EE | $4,969 | $2,471+101.1% | $5,198-4.4% | $3,514+41.4% |
| Admin fee / account holder | $59 | $472-87.4% | $13,956-99.6% | $847-93.0% |