Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $47,591 |
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $19,928 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,055 | $56,540-85.8% | $185,849-95.7% | $86,821-90.7% |
| Participation rate | 76.9% | 65.5%+11.4pp | 81.7%-4.8pp | 72.3%+4.6pp |
| Annual return | 14.85% | 118.20%-103.4pp | 122.10%-107.2pp | 97.94%-83.1pp |
| Employer contribution / active EE | $246 | $1,844-86.7% | $5,169-95.2% | $2,406-89.8% |
| Participant deferral / active EE | $1,059 | $2,555-58.5% | $5,569-81.0% | $4,132-74.4% |
| Admin fee / account holder | $73 | $150-51.5% | $16,244-99.6% | $170-57.2% |