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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,965 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $10,334 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,214 | $86,922-61.8% | $102,438-67.6% | $80,874-58.9% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.6%+21.0pp |
| Annual return | 11.44% | 18.90%-7.5pp | 29.37%-17.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,524 | $4,119-38.7% | $5,054-50.0% | $4,297-41.3% |
| Admin fee / account holder | $201 | $8,050-97.5% | $9,448-97.9% | $6,935-97.1% |