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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $291,520 |
MMA SECURITIES LLC4 years Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,363 | $97,541-66.8% | $149,751-78.4% | $106,273-69.5% |
| Participation rate | 61.1% | 66.8%-5.7pp | 82.5%-21.4pp | 70.8%-9.7pp |
| Annual return | 28.41% | 24.23%+4.2pp | 276.71%-248.3pp | 21.70%+6.7pp |
| Employer contribution / active EE | $2,104 | $2,504-16.0% | $4,646-54.7% | $2,722-22.7% |
| Participant deferral / active EE | $4,517 | $6,023-25.0% | $6,843-34.0% | $4,601-1.8% |
| Admin fee / account holder | $27 | $72-62.0% | $9,312-99.7% | $78-65.2% |