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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Advisory (Plan) | $13,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,355 | $89,370-3.4% | $141,197-38.8% | $72,976+18.3% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 19.21% | 111.88%-92.7pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $9,326 | $3,115+199.4% | $4,736+96.9% | $2,440+282.2% |
| Participant deferral / active EE | $7,765 | $5,419+43.3% | $6,710+15.7% | $3,608+115.2% |
| Admin fee / account holder | $56 | $5,957-99.1% | $10,265-99.5% | $5,124-98.9% |