Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,328 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $24,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,627 | $77,677+37.3% | $109,173-2.3% | $79,391+34.3% |
| Participation rate | 40.2% | 67.8%-27.6pp | 75.9%-35.7pp | 70.7%-30.5pp |
| Annual return | 13.92% | 23.44%-9.5pp | 25.75%-11.8pp | 116.88%-103.0pp |
| Employer contribution / active EE | $1,561 | $2,798-44.2% | $3,723-58.1% | $2,428-35.7% |
| Participant deferral / active EE | $3,746 | $3,517+6.5% | $4,654-19.5% | $4,046-7.4% |
| Admin fee / account holder | $559 | $732-23.7% | $6,755-91.7% | $627-10.8% |