Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $32,545 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,510 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,421 | $101,499-38.5% | $147,005-57.5% | $74,546-16.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 27.75% | 8732.34%-8704.6pp | 418.76%-391.0pp | 1366.03%-1338.3pp |
| Employer contribution / active EE | $5,861 | $3,811+53.8% | $4,934+18.8% | $2,624+123.3% |
| Participant deferral / active EE | $17,994 | $7,304+146.3% | $8,070+123.0% | $4,347+313.9% |
| Admin fee / account holder | $132 | $1,748-92.5% | $13,006-99.0% | $1,944-93.2% |