Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,818 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392 | Consulting | $20,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,106 | $91,474-64.9% | $135,982-76.4% | $71,529-55.1% |
| Participation rate | 67.2% | 75.7%-8.4pp | 81.9%-14.7pp | 67.9%-0.7pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $1,947 | $3,705-47.4% | $4,859-59.9% | $2,590-24.8% |
| Participant deferral / active EE | $4,960 | $7,095-30.1% | $7,760-36.1% | $4,291+15.6% |
| Admin fee / account holder | $154 | $1,267-87.9% | $10,767-98.6% | $1,588-90.3% |