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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $22,472 |
MMA SECURITIES LLC1+ years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 16 · EIN 06-1685865 | Consulting | $13,300 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $345 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $25,897 | $37,117-30.2% | $147,617-82.5% | $55,191-53.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -0.90% | 3.44%-4.3pp | 61.98%-62.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $103 | $86+20.9% | $11,612-99.1% | $91+14.0% |