Filed March 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,385 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,154 | $53,216-64.0% | $155,534-87.7% | $199,960-90.4% |
| Participation rate | 90.1% | 64.1%+26.0pp | 78.2%+11.8pp | 72.0%+18.1pp |
| Annual return | 12.37% | 41.18%-28.8pp | 64.92%-52.5pp | 34.28%-21.9pp |
| Employer contribution / active EE | $787 | $1,848-57.4% | $4,675-83.2% | $3,036-74.1% |
| Participant deferral / active EE | $1,783 | $3,164-43.7% | $5,630-68.3% | $5,087-65.0% |
| Admin fee / account holder | $124 | $186-33.1% | $15,900-99.2% | $269-53.9% |