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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,553 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $9,682 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,754 | $69,774-74.6% | $67,561-73.7% | $74,429-76.1% |
| Participation rate | 65.1% | 71.4%-6.3pp | 72.9%-7.8pp | 67.2%-2.1pp |
| Annual return | 14.23% | -40.53%+54.8pp | 3525.44%-3511.2pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,464 | $2,710-9.1% | $2,735-9.9% | $2,625-6.1% |
| Participant deferral / active EE | $892 | $3,636-75.5% | $4,003-77.7% | $4,348-79.5% |
| Admin fee / account holder | $87 | $890-90.2% | $4,006-97.8% | $1,944-95.5% |