Filed January 17, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 100362707 | Advisory (Plan) | $13,941 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,132 | $49,199+64.9% | $121,210-33.1% | $75,177+7.9% |
| Participation rate | 96.4% | 55.4%+41.0pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 67.11% | 56.04%+11.1pp | 987.41%-920.3pp | 160.75%-93.6pp |
| Employer contribution / active EE | $1,471 | $1,547-4.9% | $4,171-64.7% | $2,671-44.9% |
| Participant deferral / active EE | $3,037 | $2,630+15.5% | $4,084-25.6% | $4,126-26.4% |
| Admin fee / account holder | $79 | $3,946-98.0% | $5,647-98.6% | $5,651-98.6% |