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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 | $69,774+36.1% | $67,561+40.6% | $74,429+27.6% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 12.57% | -40.53%+53.1pp | 3525.44%-3512.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $3,523 | $2,710+30.0% | $2,735+28.8% | $2,625+34.2% |
| Participant deferral / active EE | $5,517 | $3,636+51.7% | $4,003+37.8% | $4,348+26.9% |
| Admin fee / account holder | $191 | $890-78.6% | $4,006-95.2% | $1,944-90.2% |