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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 | $90,003-29.3% | $100,398-36.6% | $77,692-18.0% |
| Participation rate | 93.5% | 81.3%+12.2pp | 81.5%+12.0pp | 70.6%+22.9pp |
| Annual return | 342.53% | 20.61%+321.9pp | 49.32%+293.2pp | 31.25%+311.3pp |
| Employer contribution / active EE | $4,491 | $3,043+47.6% | $3,946+13.8% | $2,726+64.7% |
| Participant deferral / active EE | $11,632 | $8,287+40.4% | $8,084+43.9% | $4,648+150.2% |
| Admin fee / account holder | $243 | $172+41.3% | $7,893-96.9% | $431-43.6% |