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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $16,808 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,386 | $83,023-88.7% | $102,437-90.8% | $77,762-87.9% |
| Participation rate | 79.1% | 71.5%+7.6pp | 74.5%+4.6pp | 70.6%+8.5pp |
| Annual return | 59.98% | 19.12%+40.9pp | 24.95%+35.0pp | 31.27%+28.7pp |
| Employer contribution / active EE | $1,326 | $3,552-62.7% | $3,871-65.7% | $2,728-51.4% |
| Participant deferral / active EE | $1,860 | $4,110-54.7% | $5,060-63.2% | $4,651-60.0% |
| Admin fee / account holder | $137 | $639-78.6% | $8,388-98.4% | $433-68.4% |