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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $30,522 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $9,000 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $9,000 |
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 | $119,856 | $102,422+17.0% | $147,117-18.5% | $80,959+48.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.58% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $10,506 | $3,717+182.6% | $4,932+113.0% | $2,757+281.1% |
| Participant deferral / active EE | $9,493 | $6,652+42.7% | $8,065+17.7% | $4,300+120.8% |
| Admin fee / account holder | $185 | $7,953-97.7% | $12,993-98.6% | $6,925-97.3% |