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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,110 |
Service code 27 · EIN 61-1732930 35 EAST WACHER DRIVE 22ND FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $0 |
Filed as: MML INSURANCE AGENCY LLC Service code 13 · EIN 04-3109325 4275 EXECUTIVE SQUARE STE 400 · LA JOLLA, CA 92037 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,001 | $77,677-34.3% | $109,173-53.3% | $79,391-35.8% |
| Participation rate | 37.3% | 67.8%-30.5pp | 75.9%-38.5pp | 70.7%-33.4pp |
| Annual return | 12.94% | 23.44%-10.5pp | 25.75%-12.8pp | 116.88%-103.9pp |
| Employer contribution / active EE | $1,132 | $2,798-59.6% | $3,723-69.6% | $2,428-53.4% |
| Participant deferral / active EE | $2,277 | $3,517-35.2% | $4,654-51.1% | $4,046-43.7% |
| Admin fee / account holder | $40 | $732-94.5% | $6,755-99.4% | $627-93.6% |