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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $8,372 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $439 |
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 | $237,805 | $58,895+303.8% | $178,503+33.2% | $73,497+223.6% |
| Participation rate | 80.4% | 66.2%+14.2pp | 81.9%-1.5pp | 70.7%+9.7pp |
| Annual return | 8.37% | 24.86%-16.5pp | 151.12%-142.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $5,134 | $2,236+129.6% | $5,011+2.5% | $2,270+126.2% |
| Participant deferral / active EE | $4,866 | $2,567+89.6% | $5,202-6.5% | $3,740+30.1% |
| Admin fee / account holder | $60 | $400-84.9% | $13,987-99.6% | $513-88.2% |