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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Advisory (Plan) | $18,000 |
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 | $96,855 | $98,776-1.9% | $149,745-35.3% | $79,856+21.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.61% | 27.38%-11.8pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $8,996 | $3,217+179.6% | $4,646+93.6% | $2,471+264.0% |
| Participant deferral / active EE | $7,286 | $5,681+28.2% | $6,843+6.5% | $3,741+94.8% |
| Admin fee / account holder | $72 | $6,053-98.8% | $9,312-99.2% | $5,306-98.6% |