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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $70,391 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,636 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,669 | $89,808-29.1% | $100,383-36.6% | $77,671-18.0% |
| Participation rate | 93.5% | 81.2%+12.3pp | 81.5%+12.0pp | 70.6%+22.9pp |
| Annual return | 342.53% | 20.62%+321.9pp | 49.26%+293.3pp | 31.21%+311.3pp |
| Employer contribution / active EE | $4,491 | $3,039+47.8% | $3,944+13.9% | $2,726+64.7% |
| Participant deferral / active EE | $11,632 | $8,284+40.4% | $8,086+43.9% | $4,648+150.3% |
| Admin fee / account holder | $243 | $174+39.2% | $7,900-96.9% | $430-43.6% |