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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $47,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,256 |
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 | $65,690 | $73,102-10.1% | $123,549-46.8% | $56,287+16.7% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.9pp |
| Annual return | -5.43% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,380 | $2,977-20.0% | $4,628-48.6% | $2,111+12.8% |
| Participant deferral / active EE | $12,086 | $5,423+122.9% | $6,426+88.1% | $3,350+260.8% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |