Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $70,940 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $58,324 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,098 | $45,031+91.2% | $85,009+1.3% | $77,671+10.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.06% | 79.22%-64.2pp | 66.47%-51.4pp | 31.21%-16.1pp |
| Employer contribution / active EE | $3,113 | $1,609+93.4% | $2,728+14.1% | $2,726+14.2% |
| Participant deferral / active EE | $12,803 | $2,807+356.1% | $4,522+183.2% | $4,648+175.5% |
| Admin fee / account holder | $216 | $912-76.3% | $6,153-96.5% | $430-49.8% |