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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $10,809 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $14 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $258,566 | $61,166+322.7% | $185,849+39.1% | $79,391+225.7% |
| Participation rate | 93.2% | 66.6%+26.6pp | 81.7%+11.5pp | 70.7%+22.5pp |
| Annual return | 20.26% | 19.45%+0.8pp | 122.10%-101.8pp | 116.88%-96.6pp |
| Employer contribution / active EE | $6,538 | $2,321+181.7% | $5,169+26.5% | $2,428+169.3% |
| Participant deferral / active EE | $5,653 | $2,789+102.7% | $5,569+1.5% | $4,046+39.7% |
| Admin fee / account holder | $73 | $710-89.7% | $16,244-99.5% | $627-88.3% |