Filed July 3, 2024 (most recent of 2 filings on file)
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 LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $60,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,244 |
RSM US LLP6+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $32,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $62,652 | $225,489-72.2% | $81,726-23.3% | $93,223-32.8% |
| Participation rate | 28.0% | 80.7%-52.7pp | 72.0%-44.0pp | 74.9%-46.9pp |
| Annual return | 19.34% | 14.44%+4.9pp | 29.49%-10.2pp | 19.29%+0.1pp |
| Employer contribution / active EE | $498 | $3,151-84.2% | $4,311-88.4% | $2,680-81.4% |
| Participant deferral / active EE | $1,994 | $4,408-54.8% | $7,108-71.9% | $4,563-56.3% |
| Admin fee / account holder | $29 | $185-84.5% | $5,160-99.4% | $79-63.9% |