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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 33 PO BOX 9500 · SPRINGFIELD, MA 01102 | Securities brokerage | $30,883 |
NATIONWIDE10+ years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $30,041 |
Filed as: MEEDER Service code 26 6125 MEMORIAL DR · DUBLIN, OH 43017 | Advisory (Participants) | $13,687 |
INWEST RETIREMENT SOLUTIONS5 years Service code 26 4305 N GARFIELD · MIDLAND, TX 79705 | Advisory (Participants) | $12,130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,474 | $122,063-70.1% | $184,256-80.2% | $74,478-51.0% |
| Participation rate | 92.2% | 85.5%+6.7pp | 86.8%+5.4pp | 67.2%+25.0pp |
| Annual return | 10.89% | 19.92%-9.0pp | 28.85%-18.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,461 | $4,539-67.8% | $6,427-77.3% | $2,626-44.4% |
| Participant deferral / active EE | $3,454 | $7,144-51.7% | $9,133-62.2% | $4,350-20.6% |
| Admin fee / account holder | $464 | $1,253-63.0% | $13,899-96.7% | $1,946-76.2% |