Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,674 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,616 | $62,928+48.8% | $172,753-45.8% | $67,582+38.5% |
| Participation rate | 64.0% | 64.5%-0.5pp | 82.6%-18.7pp | 71.3%-7.3pp |
| Annual return | 17.54% | 30.36%-12.8pp | 803.00%-785.5pp | 378.57%-361.0pp |
| Employer contribution / active EE | $1,437 | $1,636-12.1% | $5,144-72.1% | $2,148-33.1% |
| Participant deferral / active EE | $3,308 | $2,145+54.2% | $5,198-36.4% | $3,539-6.5% |
| Admin fee / account holder | $274 | $167+64.5% | $13,956-98.0% | $142+92.6% |