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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $75,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,070 |
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 | $92,991 | $74,024+25.6% | $78,002+19.2% | $57,658+61.3% |
| Participation rate | 99.2% | 79.7%+19.5pp | 75.5%+23.7pp | 70.2%+29.0pp |
| Annual return | 7.93% | 12.14%-4.2pp | 425.99%-418.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,951 | $2,365+24.8% | $2,470+19.5% | $1,974+49.5% |
| Participant deferral / active EE | $4,694 | $3,533+32.8% | $3,497+34.2% | $3,061+53.4% |
| Admin fee / account holder | $15 | $93-83.6% | $5,481-99.7% | $95-83.9% |