Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,558 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,766 |
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 | $104,428 | $52,293+99.7% | $178,503-41.5% | $73,412+42.2% |
| Participation rate | 63.0% | 65.3%-2.4pp | 81.9%-19.0pp | 72.2%-9.2pp |
| Annual return | 14.74% | 34.75%-20.0pp | 151.12%-136.4pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,469 | $1,736-15.4% | $5,011-70.7% | $2,234-34.2% |
| Participant deferral / active EE | $3,299 | $2,333+41.4% | $5,202-36.6% | $3,806-13.3% |
| Admin fee / account holder | $260 | $127+104.2% | $13,987-98.1% | $158+64.7% |