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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,230 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $13,601 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,228 | $65,960-83.0% | $81,882-86.3% | $77,762-85.6% |
| Participation rate | 93.9% | 65.8%+28.1pp | 72.4%+21.5pp | 70.6%+23.3pp |
| Annual return | 16.35% | 26.64%-10.3pp | 779.47%-763.1pp | 31.27%-14.9pp |
| Employer contribution / active EE | $1,194 | $2,375-49.7% | $2,916-59.1% | $2,728-56.2% |
| Participant deferral / active EE | $1,920 | $3,505-45.2% | $4,323-55.6% | $4,651-58.7% |
| Admin fee / account holder | $43 | $526-91.8% | $7,360-99.4% | $433-90.1% |