Filed September 19, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,017 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $50,046 |
ASCENSUS LLC1 year Filed as: ASCENSUS/FUTURE PLAN Service code 99 · EIN 82-3719843 | Other Fees | $19,640 |
Filed as: LUCAS HORSFALL Service code 99 · EIN 95-4659692 | Other Fees | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,713 | $89,123+102.8% | $102,460+76.4% | $77,762+132.4% |
| Participation rate | 91.7% | 80.9%+10.8pp | 76.5%+15.2pp | 70.6%+21.1pp |
| Annual return | 7.14% | 25.05%-17.9pp | 29.47%-22.3pp | 31.27%-24.1pp |
| Employer contribution / active EE | $1,898 | $2,700-29.7% | $3,025-37.2% | $2,728-30.4% |
| Participant deferral / active EE | $4,926 | $5,148-4.3% | $5,056-2.6% | $4,651+5.9% |
| Admin fee / account holder | $172 | $236-27.0% | $9,460-98.2% | $433-60.2% |