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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,912 | $81,948-35.4% | $90,756-41.7% | $64,814-18.4% |
| Participation rate | 77.5% | 80.5%-2.9pp | 75.7%+1.9pp | 71.5%+6.1pp |
| Annual return | -15.09% | -12.53%-2.6pp | -12.16%-2.9pp | 32.84%-47.9pp |
| Employer contribution / active EE | $3,289 | $3,067+7.2% | $2,922+12.6% | $2,507+31.2% |
| Participant deferral / active EE | $4,316 | $4,844-10.9% | $4,565-5.5% | $4,310+0.1% |
| Admin fee / account holder | $182 | $157+15.8% | $8,445-97.8% | $188-3.1% |