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 | Distribution (12b-1) fees; Account ma... | $147,182 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,500 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,700 |
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $1,331 |
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $270 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $89 |
NATIONAL FINANCIAL SERVICES7 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 | $127,065 | $91,692+38.6% | $67,561+88.1% | $77,714+63.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.58% | 14.88%-2.3pp | 3525.44%-3512.9pp | 31.26%-18.7pp |
| Employer contribution / active EE | $10,856 | $3,188+240.6% | $2,735+297.0% | $2,727+298.1% |
| Participant deferral / active EE | $11,985 | $3,912+206.4% | $4,003+199.4% | $4,649+157.8% |
| Admin fee / account holder | $137 | $245-43.8% | $4,006-96.6% | $433-68.3% |