Filed July 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $17,003 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,980 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,265 | $45,959-90.7% | $91,227-95.3% | $77,906-94.5% |
| Participation rate | 78.1% | 66.3%+11.7pp | 73.2%+4.9pp | 73.7%+4.4pp |
| Annual return | -4.70% | -5.32%+0.6pp | 114.14%-118.8pp | 12.16%-16.9pp |
| Employer contribution / active EE | $788 | $1,451-45.7% | $2,851-72.4% | $2,846-72.3% |
| Participant deferral / active EE | $1,203 | $3,283-63.4% | $4,234-71.6% | $4,805-75.0% |
| Admin fee / account holder | $23 | $99-76.4% | $5,423-99.6% | $133-82.5% |