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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $10,418 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,820 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,966 | $101,499-57.7% | $147,005-70.8% | $74,546-42.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.36% | 8732.34%-8722.0pp | 418.76%-408.4pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $5,152 | $3,811+35.2% | $4,934+4.4% | $2,624+96.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $86 | $1,748-95.1% | $13,006-99.3% | $1,944-95.6% |