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.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 37 · EIN 22-3570392 | Loan Processing | $30,625 |
FIDUCIENT ADVISORS LLC2 years Service code 17 · EIN 36-4001764 | Pension Consulting | $24,169 |
TORRILLO & ASSOCIATES, LLC5 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $23,850 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945390 | Loan Processing | $5,800 |
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 | $198,726 | $105,179+88.9% | $64,110+210.0% | $80,187+147.8% |
| Participation rate | 94.4% | 73.5%+20.9pp | 72.3%+22.1pp | 72.9%+21.5pp |
| Annual return | 14.78% | 20.34%-5.6pp | 33.75%-19.0pp | 40.40%-25.6pp |
| Employer contribution / active EE | $6,876 | $3,311+107.7% | $2,751+150.0% | $2,980+130.8% |
| Participant deferral / active EE | $5,750 | $4,020+43.0% | $3,883+48.1% | $5,016+14.6% |
| Admin fee / account holder | $40 | $113-65.1% | $3,071-98.7% | $145-72.7% |