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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $25,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,037 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,590 | $76,696+25.9% | $96,515+0.1% | $71,511+35.1% |
| Participation rate | 49.7% | 66.6%-16.8pp | 74.3%-24.6pp | 67.9%-18.2pp |
| Annual return | 19.45% | 48.32%-28.9pp | 35.73%-16.3pp | 28.86%-9.4pp |
| Employer contribution / active EE | $2,081 | $3,032-31.4% | $3,740-44.4% | $2,589-19.6% |
| Participant deferral / active EE | $5,306 | $3,770+40.7% | $4,880+8.7% | $4,291+23.7% |
| Admin fee / account holder | $394 | $2,030-80.6% | $6,735-94.2% | $1,588-75.2% |