Filed December 18, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 37 · EIN 22-3570392 | Loan Processing | $52,500 |
TORRILLO & ASSOCIATES, LLC6 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $25,700 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945390 | Loan Processing | $5,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,829 | $113,568+90.9% | $67,560+220.9% | $200,096+8.4% |
| Participation rate | 93.0% | 73.3%+19.7pp | 72.9%+20.1pp | 72.0%+21.0pp |
| Annual return | 11.48% | 15.88%-4.4pp | 3533.50%-3522.0pp | 34.26%-22.8pp |
| Employer contribution / active EE | $7,598 | $3,409+122.9% | $2,737+177.6% | $3,038+150.1% |
| Participant deferral / active EE | $6,373 | $4,163+53.1% | $4,004+59.2% | $5,090+25.2% |
| Admin fee / account holder | $39 | $102-61.6% | $3,994-99.0% | $269-85.4% |