Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $80,743 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $33,892 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,919 | $72,770+5.7% | $67,652+13.7% | $55,191+39.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.97% | -3.26%+4.2pp | 6625.40%-6624.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $2,603 | $1,769+47.1% | $2,266+14.9% | $1,899+37.1% |
| Participant deferral / active EE | $4,778 | $3,408+40.2% | $3,560+34.2% | $3,046+56.9% |
| Admin fee / account holder | $77 | $79-2.5% | $4,821-98.4% | $91-15.4% |