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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,707 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$865 |
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 | $71,727 | $91,439-21.6% | $135,974-47.2% | $71,511+0.3% |
| Participation rate | 79.3% | 75.7%+3.7pp | 81.9%-2.6pp | 67.9%+11.4pp |
| Annual return | 27.15% | 29.90%-2.7pp | 68.30%-41.2pp | 28.86%-1.7pp |
| Employer contribution / active EE | $1,698 | $3,705-54.2% | $4,859-65.0% | $2,589-34.4% |
| Participant deferral / active EE | $13,410 | $7,093+89.1% | $7,760+72.8% | $4,291+212.5% |
| Admin fee / account holder | $67 | $1,267-94.7% | $10,767-99.4% | $1,588-95.8% |