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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES LLC Service code 15 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Recordkeeping | $18,333 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,852 |
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 | $65,409 | $70,002-6.6% | $115,038-43.1% | $52,331+25.0% |
| Participation rate | 79.5% | 72.1%+7.4pp | 81.4%-1.9pp | 68.1%+11.4pp |
| Annual return | 1.50% | 4.04%-2.5pp | 26.14%-24.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,834 | $2,715-32.5% | $4,608-60.2% | $1,882-2.5% |
| Participant deferral / active EE | $7,149 | $4,920+45.3% | $6,026+18.6% | $3,022+136.5% |
| Admin fee / account holder | $144 | $566-74.6% | $8,175-98.2% | $592-75.7% |