Filed April 28, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,198 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $62,868 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,458 | $50,919+18.7% | $155,556-61.1% | $77,762-22.3% |
| Participation rate | 66.2% | 63.1%+3.1pp | 78.2%-12.0pp | 70.6%-4.4pp |
| Annual return | 16.09% | 34.84%-18.7pp | 64.84%-48.7pp | 31.27%-15.2pp |
| Employer contribution / active EE | $1,512 | $1,991-24.1% | $4,675-67.7% | $2,728-44.6% |
| Participant deferral / active EE | $4,646 | $2,824+64.5% | $5,631-17.5% | $4,651-0.1% |
| Admin fee / account holder | $292 | $437-33.1% | $15,885-98.2% | $433-32.5% |