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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $11,561 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,494 | $54,573-20.3% | $90,970-52.2% | $73,497-40.8% |
| Participation rate | 66.5% | 61.2%+5.3pp | 69.0%-2.5pp | 70.7%-4.2pp |
| Annual return | 17.49% | 16.69%+0.8pp | 134.60%-117.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,327 | $991+33.8% | $2,122-37.5% | $2,270-41.5% |
| Participant deferral / active EE | $2,559 | $2,517+1.7% | $3,373-24.1% | $3,740-31.6% |
| Admin fee / account holder | $165 | $521-68.4% | $5,961-97.2% | $513-67.9% |