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 | $117,582 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,468 |
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 | $44,113 | $56,511-21.9% | $185,837-76.3% | $86,813-49.2% |
| Participation rate | 83.1% | 65.5%+17.6pp | 81.7%+1.4pp | 72.3%+10.8pp |
| Annual return | 18.59% | 118.12%-99.5pp | 122.08%-103.5pp | 97.93%-79.3pp |
| Employer contribution / active EE | $1,294 | $1,844-29.8% | $5,168-75.0% | $2,406-46.2% |
| Participant deferral / active EE | $4,043 | $2,554+58.3% | $5,568-27.4% | $4,131-2.1% |
| Admin fee / account holder | $221 | $150+47.5% | $16,241-98.6% | $170+30.1% |