Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $114,735 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $57,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,039 | $56,540+105.2% | $185,851-37.6% | $86,821+33.7% |
| Participation rate | 68.1% | 65.5%+2.6pp | 81.7%-13.6pp | 72.3%-4.2pp |
| Annual return | 11.84% | 118.20%-106.4pp | 122.11%-110.3pp | 97.94%-86.1pp |
| Employer contribution / active EE | $1,572 | $1,844-14.8% | $5,168-69.6% | $2,406-34.7% |
| Participant deferral / active EE | $3,808 | $2,555+49.0% | $5,569-31.6% | $4,132-7.8% |
| Admin fee / account holder | $299 | $150+99.6% | $16,245-98.2% | $170+76.2% |