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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,966 | $101,653-57.7% | $147,080-70.8% | $74,459-42.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.36% | 8754.98%-8744.6pp | 420.17%-409.8pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $5,152 | $3,813+35.1% | $4,933+4.4% | $2,626+96.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $86 | $1,752-95.1% | $12,989-99.3% | $1,945-95.6% |