Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 17 · EIN 06-1685865 | Pension Consulting | $35,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $22,044 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,785 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $41,361 | $36,916+12.0% | $156,551-73.6% | $57,658-28.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 5.37% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $50 | $82-39.0% | $13,028-99.6% | $95-46.8% |