Filed December 29, 2003
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.
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 LLC9 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $43,787 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,304 | $81,358+56.5% | $155,556-18.2% | $80,959+57.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.02% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $12,186 | $3,106+292.3% | $4,675+160.6% | $2,757+342.0% |
| Participant deferral / active EE | $11,433 | $3,455+230.9% | $5,631+103.0% | $4,300+165.9% |
| Admin fee / account holder | $327 | $7,994-95.9% | $15,885-97.9% | $6,925-95.3% |