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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $18,345 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $10 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $270,710 | $43,496+522.4% | $161,489+67.6% | $64,340+320.8% |
| Participation rate | 90.1% | 53.5%+36.6pp | 78.7%+11.4pp | 55.2%+34.9pp |
| Annual return | 11.00% | 20.76%-9.8pp | 89.72%-78.7pp | 24.14%-13.1pp |
| Employer contribution / active EE | $7,741 | $1,431+441.0% | $4,268+81.4% | $1,862+315.8% |
| Participant deferral / active EE | $5,897 | $1,996+195.5% | $5,630+4.7% | $2,980+97.9% |
| Admin fee / account holder | $117 | $2,330-95.0% | $16,006-99.3% | $3,703-96.8% |