Filed December 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $96,336 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP. Service code 16 | Consulting | $38,521 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,798 | $36,916-0.3% | $156,551-76.5% | $57,658-36.2% |
| Participation rate | 95.5% | 63.4%+32.1pp | 84.0%+11.5pp | 70.2%+25.3pp |
| Annual return | -1.98% | 12.38%-14.4pp | 32.23%-34.2pp | 5.13%-7.1pp |
| Employer contribution / active EE | $1,063 | $1,571-32.3% | $5,501-80.7% | $1,974-46.1% |
| Participant deferral / active EE | $1,828 | $1,926-5.1% | $4,871-62.5% | $3,061-40.3% |
| Admin fee / account holder | $230 | $82+178.7% | $13,028-98.2% | $95+143.2% |