Filed December 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,146 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$70,733 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,868 | $95,776-19.7% | $162,163-52.6% | $77,787-1.2% |
| Participation rate | 89.0% | 88.6%+0.3pp | 87.6%+1.4pp | 73.2%+15.8pp |
| Annual return | 22.92% | 37.03%-14.1pp | 115.59%-92.7pp | 32.57%-9.7pp |
| Employer contribution / active EE | $2,316 | $3,874-40.2% | $5,614-58.7% | $2,504-7.5% |
| Participant deferral / active EE | $3,983 | $6,125-35.0% | $7,298-45.4% | $3,967+0.4% |
| Admin fee / account holder | $60 | $88-31.5% | $10,843-99.4% | $100-40.0% |