Filed May 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $245,154 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,645 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $392 |
Filed as: COREBRIDGE FINANCIAL Service code 37 · EIN 74-1625348 | Loan Processing | $263 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,218 | $93,351+49.1% | $62,929+121.2% | $79,634+74.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 14.71% | 14.37%+0.3pp | 1063.93%-1049.2pp | 36.46%-21.7pp |
| Employer contribution / active EE | $12,004 | $3,135+282.9% | $2,505+379.3% | $2,529+374.6% |
| Participant deferral / active EE | $13,297 | $3,921+239.1% | $3,888+242.0% | $3,835+246.8% |
| Admin fee / account holder | $147 | $229-35.7% | $5,065-97.1% | $1,002-85.3% |