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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $51,381 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $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 | $98,375 | $54,320+81.1% | $67,652+45.4% | $52,331+88.0% |
| Participation rate | 80.4% | 73.6%+6.8pp | 75.7%+4.8pp | 68.1%+12.3pp |
| Annual return | 3.06% | 6.81%-3.8pp | 6625.40%-6622.3pp | 4.54%-1.5pp |
| Employer contribution / active EE | $3,670 | $1,544+137.7% | $2,266+62.0% | $1,882+95.0% |
| Participant deferral / active EE | $5,071 | $2,950+71.9% | $3,560+42.5% | $3,022+67.8% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |