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 | $86,257 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,749 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,915 | $62,928-46.1% | $172,753-80.4% | $67,582-49.8% |
| Participation rate | 77.8% | 64.5%+13.4pp | 82.6%-4.8pp | 71.3%+6.6pp |
| Annual return | 27.25% | 30.36%-3.1pp | 803.00%-775.7pp | 378.57%-351.3pp |
| Employer contribution / active EE | $985 | $1,636-39.8% | $5,144-80.8% | $2,148-54.1% |
| Participant deferral / active EE | $3,149 | $2,145+46.8% | $5,198-39.4% | $3,539-11.0% |
| Admin fee / account holder | $190 | $167+14.3% | $13,956-98.6% | $142+33.8% |