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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,434 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,498 | $71,526-28.0% | $98,450-47.7% | $71,495-28.0% |
| Participation rate | 98.5% | 72.7%+25.8pp | 75.2%+23.4pp | 67.9%+30.6pp |
| Annual return | 23.72% | 32.42%-8.7pp | 21.16%+2.6pp | 28.85%-5.1pp |
| Employer contribution / active EE | $7,112 | $2,400+196.4% | $3,049+133.3% | $2,589+174.6% |
| Participant deferral / active EE | $14,123 | $4,110+243.6% | $4,739+198.0% | $4,291+229.1% |
| Admin fee / account holder | $228 | $1,675-86.4% | $8,961-97.5% | $1,588-85.7% |