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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $27,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,519 | $83,023-21.1% | $102,437-36.0% | $77,762-15.7% |
| Participation rate | 86.3% | 71.5%+14.7pp | 74.5%+11.8pp | 70.6%+15.7pp |
| Annual return | 15.62% | 19.12%-3.5pp | 24.95%-9.3pp | 31.27%-15.6pp |
| Employer contribution / active EE | $2,374 | $3,552-33.2% | $3,871-38.7% | $2,728-13.0% |
| Participant deferral / active EE | $3,329 | $4,110-19.0% | $5,060-34.2% | $4,651-28.4% |
| Admin fee / account holder | $95 | $639-85.1% | $8,388-98.9% | $433-78.1% |