Filed April 3, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $112,765 |
MMA SECURITIES LLC6+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $57,051 |
THE LAMPO GROUP, INC.5 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 38 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Participant Communication | $9,698 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,375 | $92,186-24.7% | $105,624-34.3% | $77,762-10.8% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 12.74% | 17.83%-5.1pp | 116.20%-103.5pp | 31.27%-18.5pp |
| Employer contribution / active EE | $2,937 | $3,376-13.0% | $3,168-7.3% | $2,728+7.6% |
| Participant deferral / active EE | $8,204 | $5,395+52.1% | $5,013+63.7% | $4,651+76.4% |
| Admin fee / account holder | $193 | $219-11.8% | $10,961-98.2% | $433-55.4% |