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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS CAPITAL, INC Service code 99 · EIN 45-2712335 | Other Fees | $21,344 |
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 | $80,645 | $80,812-0.2% | $160,784-49.8% | $82,448-2.2% |
| Participation rate | 91.3% | 66.2%+25.0pp | 77.0%+14.3pp | 68.1%+23.2pp |
| Annual return | 13.21% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,023 | $2,174-52.9% | $3,733-72.6% | $2,551-59.9% |
| Participant deferral / active EE | $7,055 | $4,335+62.7% | $6,293+12.1% | $4,139+70.4% |
| Admin fee / account holder | $68 | $7,695-99.1% | $9,717-99.3% | $7,234-99.1% |