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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,573 |
MMA SECURITIES LLC1 year Service code 27 | Advisory (Plan) | $6,565 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,849 | $89,652-67.8% | $141,191-79.6% | $65,185-55.7% |
| Participation rate | 99.5% | 74.7%+24.8pp | 82.5%+17.0pp | 70.2%+29.3pp |
| Annual return | 47.46% | 32.79%+14.7pp | 71.41%-24.0pp | 29.38%+18.1pp |
| Employer contribution / active EE | $3,390 | $3,065+10.6% | $4,736-28.4% | $2,177+55.7% |
| Participant deferral / active EE | $5,546 | $5,691-2.5% | $6,710-17.3% | $3,514+57.8% |
| Admin fee / account holder | $211 | $569-63.0% | $10,264-97.9% | $847-75.2% |