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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 64 · EIN 04-2647786 | Recordkeeping Fees | $17,667 |
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 | $61,171 | $66,650-8.2% | $92,915-34.2% | $67,582-9.5% |
| Participation rate | 98.3% | 72.5%+25.8pp | 76.0%+22.3pp | 71.3%+27.0pp |
| Annual return | 17.57% | 92.64%-75.1pp | 109.45%-91.9pp | 378.57%-361.0pp |
| Employer contribution / active EE | $2,796 | $2,777+0.7% | $3,653-23.5% | $2,148+30.2% |
| Participant deferral / active EE | $3,722 | $3,160+17.8% | $4,238-12.2% | $3,539+5.2% |
| Admin fee / account holder | $126 | $199-36.8% | $5,796-97.8% | $142-11.6% |