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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,483 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,685 | $37,196-20.2% | $154,111-80.7% | $55,725-46.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.50% | 1319.68%-1326.2pp | 735.18%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,641 | $1,614+125.5% | $5,298-31.3% | $2,078+75.2% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $86 | $102-15.5% | $13,411-99.4% | $115-25.5% |