Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,465 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,617 |
MORNINGSTAR4 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,288 | $50,982+124.2% | $154,803-26.2% | $85,563+33.6% |
| Participation rate | 61.1% | 59.8%+1.3pp | 78.1%-17.0pp | 66.0%-4.9pp |
| Annual return | 14.93% | 30.35%-15.4pp | 58.88%-44.0pp | 31.51%-16.6pp |
| Employer contribution / active EE | $2,100 | $1,708+22.9% | $4,305-51.2% | $2,654-20.9% |
| Participant deferral / active EE | $4,491 | $2,474+81.5% | $5,540-18.9% | $4,375+2.6% |
| Admin fee / account holder | $286 | $846-66.2% | $14,329-98.0% | $834-65.7% |