Filed July 20, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,196 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $31,475 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $11,340 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,466 | $122,063-44.7% | $184,256-63.4% | $74,478-9.4% |
| Participation rate | 97.6% | 85.5%+12.1pp | 86.8%+10.8pp | 67.2%+30.4pp |
| Annual return | 17.20% | 19.92%-2.7pp | 28.85%-11.6pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $4,256 | $4,539-6.2% | $6,427-33.8% | $2,626+62.1% |
| Participant deferral / active EE | $6,503 | $7,144-9.0% | $9,133-28.8% | $4,350+49.5% |
| Admin fee / account holder | $348 | $1,253-72.2% | $13,899-97.5% | $1,946-82.1% |