Filed May 17, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $118,709 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 16 | Consulting | $40,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES CORP Service code 16 P.O. BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,709 | $70,083+73.7% | $59,899+103.2% | $55,727+118.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -4.49% | 3.13%-7.6pp | 3.46%-8.0pp | 244.94%-249.4pp |
| Employer contribution / active EE | $7,366 | $2,878+155.9% | $2,723+170.5% | $2,078+254.4% |
| Participant deferral / active EE | $7,542 | $3,079+145.0% | $3,403+121.6% | $3,356+124.7% |
| Admin fee / account holder | $69 | $70-1.7% | $3,592-98.1% | $115-40.0% |