Filed November 8, 2021 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $36,623 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 17 · EIN 06-1685865 | Pension Consulting | $35,000 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,359 |
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 | $24,093 | $37,039-35.0% | $147,618-83.7% | $59,188-59.3% |
| Participation rate | 92.6% | 63.8%+28.9pp | 84.6%+8.0pp | 69.4%+23.2pp |
| Annual return | 15.32% | 7.19%+8.1pp | 61.98%-46.7pp | 5.51%+9.8pp |
| Employer contribution / active EE | $2,290 | $1,353+69.3% | $5,565-58.8% | $2,098+9.2% |
| Participant deferral / active EE | $2,074 | $2,094-0.9% | $4,895-57.6% | $3,265-36.5% |
| Admin fee / account holder | $32 | $60-47.4% | $11,612-99.7% | $92-65.6% |