Filed September 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,865 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $52,920 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $9,249 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 12.95% | 33.70%-20.8pp | 14.64%-1.7pp | 53.27%-40.3pp |
| Employer contribution / active EE | $28,710 | $14,473+98.4% | $41,831-31.4% | $14,774+94.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |