Filed September 18, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,486 |
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 49 · EIN 26-3237576 | Other Services | $5,895 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,256 | $44,984+162.9% | $85,009+39.1% | $74,546+58.6% |
| Participation rate | 87.4% | 49.4%+38.0pp | 67.5%+19.9pp | 67.2%+20.2pp |
| Annual return | 9.58% | 26.25%-16.7pp | 66.47%-56.9pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $3,818 | $1,458+161.8% | $2,728+39.9% | $2,624+45.5% |
| Participant deferral / active EE | $7,466 | $2,733+173.2% | $4,522+65.1% | $4,347+71.7% |
| Admin fee / account holder | $508 | $2,208-77.0% | $6,153-91.7% | $1,944-73.8% |