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| 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 | $102,382+17.1% | $147,005-18.5% | $80,874+48.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.58% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $10,506 | $3,715+182.8% | $4,934+112.9% | $2,756+281.3% |
| Participant deferral / active EE | $9,493 | $6,646+42.8% | $8,070+17.6% | $4,297+120.9% |
| Admin fee / account holder | $185 | $7,942-97.7% | $13,006-98.6% | $6,935-97.3% |