Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $27,767 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,128 | $40,435-23.0% | $80,648-61.4% | $74,473-58.2% |
| Participation rate | 65.8% | 47.4%+18.4pp | 67.0%-1.2pp | 70.7%-5.0pp |
| Annual return | 16.59% | 165.22%-148.6pp | 937.21%-920.6pp | 34.36%-17.8pp |
| Employer contribution / active EE | $826 | $1,498-44.8% | $2,724-69.7% | $2,638-68.7% |
| Participant deferral / active EE | $2,375 | $2,673-11.2% | $4,443-46.6% | $4,530-47.6% |
| Admin fee / account holder | $101 | $721-86.0% | $5,382-98.1% | $347-70.9% |