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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $202,255 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP. Service code 16 | Consulting | $36,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $35,053 | $44,989-22.1% | $170,435-79.4% | $77,958-55.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 18.54% | 19.61%-1.1pp | 205.94%-187.4pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,580 | $1,466+7.7% | $5,432-70.9% | $2,310-31.6% |
| Participant deferral / active EE | $3,776 | $2,208+71.1% | $4,939-23.6% | $3,537+6.8% |
| Admin fee / account holder | $124 | $69+79.8% | $13,881-99.1% | $97+27.3% |