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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $15,675 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $44 |
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 | $266,625 | $55,446+380.9% | $155,574+71.4% | $74,429+258.2% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.1pp | 67.2%+21.1pp |
| Annual return | 15.48% | 269.20%-253.7pp | 64.87%-49.4pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $7,761 | $2,266+242.5% | $4,676+66.0% | $2,625+195.7% |
| Participant deferral / active EE | $6,002 | $2,836+111.6% | $5,629+6.6% | $4,348+38.0% |
| Admin fee / account holder | $106 | $1,743-93.9% | $15,914-99.3% | $1,944-94.6% |