Filed March 27, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 100362707 | Advisory (Plan) | $56,250 |
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $39,840 |
MCGUIRE WOODS6 years Service code 29 · EIN 54-0505857 800 E CANAL STREET · RICHMOND, VA 232193956 | Legal | $9,288 |
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 | $133,892 | $84,045+59.3% | $77,361+73.1% | $69,255+93.3% |
| Participation rate | 94.1% | 71.8%+22.3pp | 75.0%+19.1pp | 69.0%+25.0pp |
| Annual return | 11.43% | 12.46%-1.0pp | 1011.54%-1000.1pp | 26.73%-15.3pp |
| Employer contribution / active EE | $3,350 | $2,954+13.4% | $2,990+12.0% | $2,645+26.6% |
| Participant deferral / active EE | $5,181 | $3,349+54.7% | $3,911+32.5% | $2,890+79.3% |
| Admin fee / account holder | $184 | $239-22.9% | $5,894-96.9% | $733-74.8% |