Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 17 · EIN 22-3570392 | Pension Consulting | $6,031 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,565 | $46,332-59.9% | $143,799-87.1% | $64,819-71.4% |
| Participation rate | 43.4% | 64.2%-20.9pp | 80.3%-37.0pp | 71.5%-28.1pp |
| Annual return | -4.91% | -10.05%+5.1pp | -0.04%-4.9pp | 32.84%-37.8pp |
| Employer contribution / active EE | $883 | $1,911-53.8% | $4,952-82.2% | $2,507-64.8% |
| Participant deferral / active EE | $2,977 | $2,647+12.4% | $5,638-47.2% | $4,311-31.0% |
| Admin fee / account holder | $46 | $154-70.1% | $14,677-99.7% | $188-75.5% |