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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $13,189 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $42 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,452 | $61,338+254.5% | $149,717+45.2% | $71,495+204.2% |
| Participation rate | 90.4% | 62.5%+27.9pp | 78.8%+11.7pp | 67.9%+22.5pp |
| Annual return | 9.93% | 35.86%-25.9pp | 134.41%-124.5pp | 28.85%-18.9pp |
| Employer contribution / active EE | $6,797 | $2,381+185.4% | $4,820+41.0% | $2,589+162.5% |
| Participant deferral / active EE | $6,100 | $2,919+109.0% | $5,682+7.4% | $4,291+42.2% |
| Admin fee / account holder | $84 | $1,263-93.3% | $13,213-99.4% | $1,588-94.7% |