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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MARSH INSURANCE & INVESTMENTS LLC Service code 27 · EIN 22-3579392 | Advisory (Plan) | $41,784 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,232 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,217 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,548 | $101,591+13.7% | $147,096-21.4% | $74,429+55.2% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 16.47% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $15,376 | $3,813+303.3% | $4,936+211.5% | $2,625+485.8% |
| Participant deferral / active EE | $18,645 | $7,302+155.3% | $8,071+131.0% | $4,348+328.8% |
| Admin fee / account holder | $353 | $1,750-79.9% | $13,005-97.3% | $1,944-81.9% |