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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 | $101,539-57.7% | $147,041-70.8% | $74,400-42.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.36% | 8740.84%-8730.5pp | 419.21%-408.9pp | 1367.51%-1357.2pp |
| Employer contribution / active EE | $5,152 | $3,811+35.2% | $4,935+4.4% | $2,624+96.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $86 | $1,749-95.1% | $13,006-99.3% | $1,944-95.6% |