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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 | $86,940-61.8% | $102,434-67.6% | $80,935-59.0% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.7%+21.0pp |
| Annual return | 11.44% | 18.89%-7.4pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,524 | $4,121-38.7% | $5,055-50.1% | $4,299-41.3% |
| Admin fee / account holder | $201 | $8,047-97.5% | $9,462-97.9% | $6,924-97.1% |