Filed July 20, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES COR Service code 50 · EIN 06-1685865 | Direct Payment | $51,000 |
TIAA1 year Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $12,750 |
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 | $111,056 | $155,795-28.7% | $136,298-18.5% | $69,634+59.5% |
| Participation rate | 91.3% | 75.2%+16.0pp | 81.9%+9.3pp | 70.7%+20.6pp |
| Annual return | 14.91% | 232464.33%-232449.4pp | 5156.27%-5141.4pp | 27572.26%-27557.3pp |
| Employer contribution / active EE | $4,355 | $2,991+45.6% | $4,696-7.2% | $2,032+114.3% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $44 | $128-65.7% | $9,244-99.5% | $110-60.2% |