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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $15,915 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,130 |
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 | $57,279 | $43,423+31.9% | $78,676-27.2% | $55,167+3.8% |
| Participation rate | 71.8% | 68.0%+3.8pp | 73.6%-1.8pp | 69.0%+2.8pp |
| Annual return | 7.50% | 11.53%-4.0pp | 62.19%-54.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,348 | $1,997-32.5% | $2,850-52.7% | $1,963-31.3% |
| Participant deferral / active EE | $6,953 | $2,509+177.2% | $3,517+97.7% | $3,054+127.7% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |