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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,939 |
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 | $34,880 | $46,173-24.5% | $170,435-79.5% | $69,631-49.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.25% | 21.62%-6.4pp | 205.94%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $3,801 | $1,610+136.1% | $5,432-30.0% | $2,032+87.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $89 | $116-23.1% | $13,881-99.4% | $110-19.2% |