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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 27 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Advisory (Plan) | $13,333 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,667 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,091 |
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 | $69,256 | $75,183-7.9% | $123,894-44.1% | $55,167+25.5% |
| Participation rate | 88.7% | 72.8%+15.9pp | 81.4%+7.3pp | 69.0%+19.8pp |
| Annual return | 11.15% | 19.01%-7.9pp | 47.52%-36.4pp | 169.23%-158.1pp |
| Employer contribution / active EE | $2,430 | $2,823-13.9% | $4,617-47.4% | $1,963+23.8% |
| Participant deferral / active EE | $8,336 | $5,084+64.0% | $5,984+39.3% | $3,054+173.0% |
| Admin fee / account holder | $137 | $663-79.3% | $8,357-98.4% | $504-72.7% |