Filed April 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,190 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,070 |
MORNINGSTAR2 years 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 | $92,506 | $47,180+96.1% | $149,723-38.2% | $74,473+24.2% |
| Participation rate | 72.4% | 63.4%+9.0pp | 78.8%-6.4pp | 70.7%+1.7pp |
| Annual return | 16.38% | 22.75%-6.4pp | 134.50%-118.1pp | 34.36%-18.0pp |
| Employer contribution / active EE | $1,764 | $1,907-7.5% | $4,821-63.4% | $2,638-33.1% |
| Participant deferral / active EE | $4,078 | $2,730+49.4% | $5,682-28.2% | $4,530-10.0% |
| Admin fee / account holder | $229 | $343-33.3% | $13,215-98.3% | $347-34.1% |