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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 17 · EIN 22-3570392 | Pension Consulting | $42,954 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $31,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,652 | $69,771+25.6% | $67,524+29.8% | $74,400+17.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.36% | -40.49%+51.9pp | 3519.41%-3508.0pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $3,084 | $2,710+13.8% | $2,734+12.8% | $2,624+17.5% |
| Participant deferral / active EE | $3,473 | $3,638-4.5% | $4,001-13.2% | $4,348-20.1% |
| Admin fee / account holder | $169 | $889-81.0% | $4,001-95.8% | $1,944-91.3% |