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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,321 | $48,576-56.1% | $169,452-87.4% | $56,289-62.1% |
| Participation rate | 88.3% | 65.8%+22.4pp | 77.8%+10.5pp | 69.9%+18.4pp |
| Annual return | -7.68% | -2.51%-5.2pp | 1.83%-9.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,678 | $3,275+42.8% | $5,277-11.4% | $3,350+39.6% |
| Admin fee / account holder | $84 | $435-80.7% | $9,110-99.1% | $521-83.9% |