Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,925 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,022 | $89,465-18.4% | $165,071-55.8% | $77,736-6.1% |
| Participation rate | 94.1% | 78.6%+15.4pp | 78.6%+15.4pp | 70.6%+23.5pp |
| Annual return | 13.59% | 28.86%-15.3pp | 70.17%-56.6pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,558 | $2,565-39.2% | $4,347-64.2% | $2,728-42.9% |
| Participant deferral / active EE | $5,804 | $4,904+18.3% | $6,035-3.8% | $4,651+24.8% |
| Admin fee / account holder | $90 | $340-73.5% | $12,695-99.3% | $433-79.3% |