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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $33,447 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $6,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,172 | $61,356+165.9% | $149,696+9.0% | $71,511+128.2% |
| Participation rate | 97.0% | 62.5%+34.5pp | 78.8%+18.3pp | 67.9%+29.1pp |
| Annual return | 20.20% | 35.86%-15.7pp | 134.46%-114.3pp | 28.86%-8.7pp |
| Employer contribution / active EE | $6,800 | $2,382+185.5% | $4,821+41.0% | $2,589+162.6% |
| Participant deferral / active EE | $6,965 | $2,920+138.6% | $5,682+22.6% | $4,291+62.3% |
| Admin fee / account holder | $299 | $1,263-76.3% | $13,212-97.7% | $1,588-81.2% |