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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,396 | $70,917+19.0% | $98,920-14.7% | $73,493+14.8% |
| Participation rate | 69.6% | 73.8%-4.2pp | 76.0%-6.5pp | 70.7%-1.1pp |
| Annual return | 14.22% | 34.18%-20.0pp | 196.47%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,188 | $2,037+7.4% | $2,689-18.6% | $2,270-3.6% |
| Participant deferral / active EE | $5,057 | $3,501+44.4% | $4,245+19.1% | $3,740+35.2% |
| Admin fee / account holder | $234 | $535-56.2% | $6,643-96.5% | $513-54.4% |