Filed July 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $42,873 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,944 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,684 | $58,336-86.8% | $97,295-92.1% | $200,096-96.2% |
| Participation rate | 88.3% | 63.8%+24.6pp | 72.7%+15.7pp | 72.0%+16.3pp |
| Annual return | 21.39% | 32.81%-11.4pp | 75.62%-54.2pp | 34.26%-12.9pp |
| Employer contribution / active EE | $874 | $1,416-38.3% | $2,723-67.9% | $3,038-71.2% |
| Participant deferral / active EE | $1,445 | $3,240-55.4% | $4,264-66.1% | $5,090-71.6% |
| Admin fee / account holder | $44 | $114-61.2% | $5,646-99.2% | $269-83.6% |