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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $133,330 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $131,763 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,425 | $106,028-24.1% | $146,958-45.3% | $77,643+3.6% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 11.99% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,099 | $4,063-48.3% | $4,933-57.4% | $2,726-23.0% |
| Participant deferral / active EE | $7,009 | $7,990-12.3% | $8,070-13.1% | $4,647+50.8% |
| Admin fee / account holder | $272 | $337-19.3% | $12,998-97.9% | $430-36.7% |