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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,323 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,741 | $88,137-22.0% | $164,975-58.3% | $74,429-7.6% |
| Participation rate | 95.2% | 73.1%+22.1pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 15.75% | 17.13%-1.4pp | 70.12%-54.4pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $2,151 | $2,597-17.2% | $4,343-50.5% | $2,625-18.1% |
| Participant deferral / active EE | $5,821 | $4,501+29.3% | $6,033-3.5% | $4,348+33.9% |
| Admin fee / account holder | $259 | $2,231-88.4% | $12,688-98.0% | $1,944-86.7% |