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 | Shareholder servicing fees; Investmen... | $651,298 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $148,031 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,843 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,665 | $69,238+35.3% | $185,854-49.6% | $101,555-7.8% |
| Participation rate | 94.7% | 73.5%+21.2pp | 81.7%+13.0pp | 74.5%+20.2pp |
| Annual return | 13.37% | 21.26%-7.9pp | 122.12%-108.8pp | 21.00%-7.6pp |
| Employer contribution / active EE | $3,316 | $2,104+57.6% | $5,169-35.8% | $2,972+11.6% |
| Participant deferral / active EE | $5,728 | $3,764+52.2% | $5,569+2.9% | $4,874+17.5% |
| Admin fee / account holder | $93 | $66+40.0% | $16,246-99.4% | $139-33.4% |