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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $39,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,374 | $58,655+28.5% | $91,994-18.1% | $65,185+15.6% |
| Participation rate | 54.4% | 75.3%-20.9pp | 78.6%-24.3pp | 70.2%-15.8pp |
| Annual return | 22.92% | 33.92%-11.0pp | 69.04%-46.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $321 | $2,080-84.6% | $3,453-90.7% | $2,177-85.3% |
| Participant deferral / active EE | $3,384 | $5,474-38.2% | $5,924-42.9% | $3,514-3.7% |
| Admin fee / account holder | $9 | $434-98.0% | $7,744-99.9% | $847-99.0% |