Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $140,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,226 |
Service code 10 · EIN 83-0414789 | Accounting | $20,800 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,169 | $106,230-48.1% | $147,080-62.5% | $77,736-29.0% |
| Participation rate | 92.9% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 16.69% | 56.91%-40.2pp | 420.17%-403.5pp | 31.26%-14.6pp |
| Employer contribution / active EE | $3,165 | $4,072-22.3% | $4,933-35.8% | $2,728+16.0% |
| Participant deferral / active EE | $10,960 | $8,001+37.0% | $8,066+35.9% | $4,651+135.7% |
| Admin fee / account holder | $201 | $338-40.7% | $12,989-98.5% | $433-53.7% |