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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,433 |
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 | $94,986 | $69,745+36.2% | $67,511+40.7% | $74,546+27.4% |
| Participation rate | 96.3% | 71.3%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 12.57% | -40.37%+52.9pp | 3517.41%-3504.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $3,523 | $2,705+30.3% | $2,733+28.9% | $2,624+34.3% |
| Participant deferral / active EE | $5,517 | $3,636+51.7% | $4,000+37.9% | $4,347+26.9% |
| Admin fee / account holder | $191 | $894-78.7% | $3,999-95.2% | $1,944-90.2% |