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 CORPORATION Service code 17 · EIN 06-1685865 | Pension Consulting | $35,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $22,247 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,105 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,471 | $44,989-32.3% | $170,442-82.1% | $77,958-60.9% |
| Participation rate | 87.6% | 64.6%+23.0pp | 83.6%+4.0pp | 71.6%+15.9pp |
| Annual return | 16.67% | 19.61%-2.9pp | 205.93%-189.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $2,090 | $1,466+42.6% | $5,433-61.5% | $2,310-9.5% |
| Participant deferral / active EE | $2,098 | $2,208-5.0% | $4,939-57.5% | $3,537-40.7% |
| Admin fee / account holder | $24 | $69-64.8% | $13,880-99.8% | $97-75.0% |