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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 | $20,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,266 | $93,010-6.2% | $96,538-9.6% | $74,473+17.2% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.3%+24.5pp | 70.7%+28.2pp |
| Annual return | 13.80% | 37.50%-23.7pp | 35.74%-21.9pp | 34.36%-20.6pp |
| Employer contribution / active EE | $10,164 | $3,427+196.6% | $3,740+171.8% | $2,638+285.2% |
| Participant deferral / active EE | $5,588 | $3,971+40.7% | $4,880+14.5% | $4,530+23.3% |
| Admin fee / account holder | $137 | $633-78.4% | $6,737-98.0% | $347-60.5% |