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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 | $21,300 |
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 | $84,622 | $91,517-7.5% | $101,275-16.4% | $73,412+15.3% |
| Participation rate | 96.1% | 73.8%+22.3pp | 75.8%+20.3pp | 72.2%+24.0pp |
| Annual return | 40.12% | 17.17%+23.0pp | 46.48%-6.4pp | 59.30%-19.2pp |
| Employer contribution / active EE | $4,053 | $2,877+40.9% | $3,660+10.7% | $2,234+81.4% |
| Participant deferral / active EE | $3,965 | $3,338+18.8% | $4,371-9.3% | $3,806+4.2% |
| Admin fee / account holder | $143 | $216-33.9% | $5,948-97.6% | $158-9.6% |