Filed July 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $86,484 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 | Other Commissions | $43,824 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTOR SERVICES · BOSTON, MA 02266 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,714 | $101,653-18.6% | $147,080-43.8% | $74,459+11.1% |
| Participation rate | 61.7% | 75.6%-13.9pp | 82.2%-20.5pp | 67.2%-5.5pp |
| Annual return | 10.86% | 8754.98%-8744.1pp | 420.17%-409.3pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $2,185 | $3,813-42.7% | $4,933-55.7% | $2,626-16.8% |
| Participant deferral / active EE | $4,808 | $7,304-34.2% | $8,066-40.4% | $4,350+10.5% |
| Admin fee / account holder | $303 | $1,752-82.7% | $12,989-97.7% | $1,945-84.4% |