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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,380 |
MMA SECURITIES LLC1+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $5,040 |
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 | $59,279 | $41,854+41.6% | $73,836-19.7% | $52,331+13.3% |
| Participation rate | 70.0% | 66.2%+3.8pp | 73.4%-3.4pp | 68.1%+1.9pp |
| Annual return | -0.91% | 2.11%-3.0pp | 2268.06%-2269.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,622 | $1,920-15.5% | $2,787-41.8% | $1,882-13.8% |
| Participant deferral / active EE | $6,180 | $2,498+147.4% | $3,583+72.5% | $3,022+104.5% |
| Admin fee / account holder | $56 | $493-88.6% | $4,882-98.9% | $592-90.5% |