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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $45,833 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $5,329 |
NATIONAL FINANCIAL SERVICES10+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,270 | $105,248+85.5% | $147,318+32.5% | $71,012+175.0% |
| Participation rate | 100.0% | 66.1%+33.9pp | 82.1%+17.9pp | 58.6%+41.4pp |
| Annual return | 15.12% | 26.02%-10.9pp | 70.43%-55.3pp | 37.67%-22.6pp |
| Employer contribution / active EE | $2,718 | $3,785-28.2% | $4,593-40.8% | $2,348+15.7% |
| Participant deferral / active EE | $12,301 | $6,452+90.7% | $7,906+55.6% | $3,246+279.0% |
| Admin fee / account holder | $98 | $862-88.6% | $13,708-99.3% | $1,167-91.6% |