Filed May 1, 2018
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,552 |
Filed as: MML INVESTORS SERVICESS LLC Service code 49 | Other Services | $8,610 |
Filed as: TROUG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 | Contract Administrator | $4,915 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $8,625 | $65,092-86.7% | $143,799-94.0% | $66,938-87.1% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -9.35% | -11.14%+1.8pp | -0.04%-9.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $674 | $2,362-71.5% | $4,952-86.4% | $2,545-73.5% |
| Participant deferral / active EE | $3,579 | $2,920+22.5% | $5,638-36.5% | $4,238-15.6% |
| Admin fee / account holder | $86 | $502-82.8% | $14,677-99.4% | $594-85.4% |