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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $55,342 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,455 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,812 | $67,459+52.4% | $74,184+38.6% | - |
| Participation rate | 83.1% | 75.7%+7.4pp | 76.6%+6.5pp | - |
| Annual return | 5.83% | 3.47%+2.4pp | 17.74%-11.9pp | - |
| Employer contribution / active EE | $3,952 | $1,829+116.1% | $2,370+66.8% | - |
| Participant deferral / active EE | $5,612 | $3,061+83.4% | $3,550+58.1% | - |
| Admin fee / account holder | $14 | $9,869-99.9% | $5,586-99.8% | - |