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 | $108,870 | $105,210+3.5% | $159,487-31.7% | $85,851+26.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 15.15% | 45.08%-29.9pp | 263.71%-248.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $8,906 | $3,319+168.3% | $4,831+84.3% | $2,565+247.2% |
| Participant deferral / active EE | $7,631 | $5,946+28.3% | $7,354+3.8% | $3,952+93.1% |
| Admin fee / account holder | $71 | $6,934-99.0% | $10,804-99.3% | $6,261-98.9% |