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 LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $21,094 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $11,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,019 | $66,459-47.3% | $81,353-57.0% | $77,736-55.0% |
| Participation rate | 48.2% | 68.7%-20.5pp | 69.5%-21.4pp | 70.6%-22.4pp |
| Annual return | 13.19% | 15.95%-2.8pp | 24.82%-11.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,512 | $3,674-58.9% | $3,885-61.1% | $4,651-67.5% |
| Admin fee / account holder | $230 | $585-60.7% | $5,766-96.0% | $433-47.0% |