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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $6,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,719 | $65,582-80.6% | $64,101-80.2% | $71,511-82.2% |
| Participation rate | 66.1% | 73.2%-7.0pp | 72.3%-6.2pp | 67.9%-1.8pp |
| Annual return | 20.50% | 18.96%+1.5pp | 33.72%-13.2pp | 28.86%-8.4pp |
| Employer contribution / active EE | $2,145 | $2,671-19.7% | $2,749-21.9% | $2,589-17.1% |
| Participant deferral / active EE | $599 | $3,628-83.5% | $3,881-84.6% | $4,291-86.0% |
| Admin fee / account holder | $56 | $616-90.9% | $3,070-98.2% | $1,588-96.5% |