Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $116,505 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,330 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,325 | $82,188-14.4% | $125,391-43.9% | $64,824+8.5% |
| Participation rate | 85.2% | 77.9%+7.3pp | 82.4%+2.9pp | 71.5%+13.8pp |
| Annual return | 2.01% | 3.50%-1.5pp | 572.41%-570.4pp | 32.84%-30.8pp |
| Employer contribution / active EE | $3,049 | $3,617-15.7% | $4,816-36.7% | $2,507+21.6% |
| Participant deferral / active EE | $8,205 | $7,177+14.3% | $7,448+10.2% | $4,311+90.3% |
| Admin fee / account holder | $235 | $163+43.9% | $10,009-97.7% | $188+25.1% |