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 | $67,594+74.8% | $77,361+52.7% | $69,733+69.4% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.0%+22.3pp | 62.5%+34.9pp |
| Annual return | 10.23% | 19.20%-9.0pp | 1011.54%-1001.3pp | 15.22%-5.0pp |
| Employer contribution / active EE | $4,227 | $2,649+59.6% | $2,990+41.4% | $2,250+87.8% |
| Participant deferral / active EE | $4,032 | $3,401+18.6% | $3,911+3.1% | $3,054+32.0% |
| Admin fee / account holder | $309 | $1,159-73.3% | $5,894-94.8% | $3,102-90.0% |