Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES Service code 70 PO BOX 29779 · NEW YORK, NY 100879779 | Consulting Fees | $60,000 |
VERRILL DANA LLP1+ years Service code 11 · EIN 01-0176171 | Actuarial | $26,774 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,397 |
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 | $81,302 | $68,092+19.4% | $73,309+10.9% | $59,188+37.4% |
| Participation rate | 68.5% | 78.1%-9.5pp | 74.9%-6.4pp | 69.4%-0.9pp |
| Annual return | 1.05% | 5.93%-4.9pp | 5.67%-4.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $2,922 | $2,018+44.8% | $3,237-9.8% | $2,098+39.3% |
| Participant deferral / active EE | $4,813 | $5,041-4.5% | $4,991-3.6% | $3,265+47.4% |
| Admin fee / account holder | $68 | $630-89.1% | $5,635-98.8% | $92-25.8% |