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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $13,973 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $14 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,024 | $65,125+242.5% | $143,797+55.1% | $66,949+233.1% |
| Participation rate | 92.9% | 65.2%+27.7pp | 80.3%+12.6pp | 69.8%+23.1pp |
| Annual return | -10.67% | -11.13%+0.5pp | -0.04%-10.6pp | 1.57%-12.2pp |
| Employer contribution / active EE | $7,726 | $2,362+227.0% | $4,952+56.0% | $2,545+203.5% |
| Participant deferral / active EE | $5,870 | $2,920+101.0% | $5,638+4.1% | $4,239+38.5% |
| Admin fee / account holder | $92 | $503-81.7% | $14,679-99.4% | $594-84.5% |