Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,616 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,792 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,892 | $50,919+102.1% | $155,556-33.9% | $77,762+32.3% |
| Participation rate | 67.0% | 63.1%+3.9pp | 78.2%-11.3pp | 70.6%-3.6pp |
| Annual return | 16.19% | 34.84%-18.6pp | 64.84%-48.6pp | 31.27%-15.1pp |
| Employer contribution / active EE | $1,639 | $1,991-17.7% | $4,675-64.9% | $2,728-39.9% |
| Participant deferral / active EE | $4,082 | $2,824+44.5% | $5,631-27.5% | $4,651-12.2% |
| Admin fee / account holder | $252 | $437-42.3% | $15,885-98.4% | $433-41.8% |