Filed January 23, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
TIAA10+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $38,158 |
GBQ PARTNERS2 years Filed as: GBQ PARTNERS INC. Service code 10 · EIN 20-2122306 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,148 | $64,705+82.6% | $62,929+87.7% | $67,986+73.8% |
| Participation rate | 97.3% | 65.6%+31.7pp | 73.1%+24.2pp | 57.2%+40.1pp |
| Annual return | 10.23% | 20.31%-10.1pp | 1063.93%-1053.7pp | 31.67%-21.4pp |
| Employer contribution / active EE | $4,227 | $2,376+77.9% | $2,505+68.8% | $2,019+109.4% |
| Participant deferral / active EE | $4,032 | $3,198+26.1% | $3,888+3.7% | $3,358+20.1% |
| Admin fee / account holder | $309 | $1,428-78.4% | $5,065-93.9% | $3,203-90.4% |