Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,874 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,007 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $76,505 | $46,332+65.1% | $143,797-46.8% | $64,824+18.0% |
| Participation rate | 78.4% | 64.2%+14.1pp | 80.3%-2.0pp | 71.5%+6.9pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-15.0pp | 32.84%-47.8pp |
| Employer contribution / active EE | $1,876 | $1,911-1.8% | $4,952-62.1% | $2,507-25.2% |
| Participant deferral / active EE | $3,905 | $2,647+47.5% | $5,638-30.7% | $4,311-9.4% |
| Admin fee / account holder | $210 | $154+36.3% | $14,679-98.6% | $188+11.6% |