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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $70,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,403 | $91,372-28.4% | $130,045-49.7% | $74,460-12.2% |
| Participation rate | 61.4% | 77.8%-16.4pp | 78.5%-17.1pp | 70.7%-9.4pp |
| Annual return | 20.97% | 23.21%-2.2pp | -137.30%+158.3pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,364 | $2,563-7.8% | $4,321-45.3% | $2,638-10.4% |
| Participant deferral / active EE | $4,768 | $4,721+1.0% | $5,820-18.1% | $4,530+5.3% |
| Admin fee / account holder | -$39 | $283-113.6% | $10,600-100.4% | $348-111.1% |