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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $43,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,914 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $9,111 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,327 | $89,652+23.1% | $141,177-21.9% | $65,185+69.3% |
| Participation rate | 94.4% | 74.7%+19.6pp | 82.5%+11.9pp | 70.2%+24.2pp |
| Annual return | 20.95% | 32.79%-11.8pp | 71.40%-50.5pp | 29.38%-8.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,682 | $5,691+140.4% | $6,710+103.9% | $3,514+289.4% |
| Admin fee / account holder | $385 | $569-32.2% | $10,263-96.2% | $847-54.5% |