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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $28,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,191 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $7,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,775 | $52,961+171.5% | $172,752-16.8% | $65,185+120.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.03% | 30.12%-6.1pp | 802.97%-778.9pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,332 | $2,190+6.5% | $5,144-54.7% | $2,177+7.1% |
| Participant deferral / active EE | $5,983 | $2,471+142.1% | $5,198+15.1% | $3,514+70.3% |
| Admin fee / account holder | $379 | $472-19.8% | $13,955-97.3% | $847-55.3% |