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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 | $24,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,701 | $106,236-19.3% | $112,263-23.7% | $64,824+32.2% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.1%+21.8pp | 71.5%+25.4pp |
| Annual return | -13.03% | -6.02%-7.0pp | 27.49%-40.5pp | 32.84%-45.9pp |
| Employer contribution / active EE | $7,454 | $3,167+135.4% | $3,636+105.0% | $2,507+197.3% |
| Participant deferral / active EE | $5,114 | $3,786+35.1% | $4,729+8.1% | $4,311+18.6% |
| Admin fee / account holder | $163 | $452-63.8% | $6,410-97.5% | $188-13.0% |