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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 | $88,203-22.1% | $165,100-58.4% | $74,478-7.7% |
| Participation rate | 95.2% | 73.1%+22.1pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 15.75% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,151 | $2,601-17.3% | $4,348-50.5% | $2,626-18.1% |
| Participant deferral / active EE | $5,821 | $4,505+29.2% | $6,035-3.5% | $4,350+33.8% |
| Admin fee / account holder | $259 | $2,235-88.4% | $12,696-98.0% | $1,946-86.7% |