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 | Direct payment from the plan; Investm... | $97,043 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,375 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,741 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $263 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $110,692 | $105,581+4.8% | $70,476+57.1% | $90,274+22.6% |
| Participation rate | 81.0% | 77.5%+3.5pp | 75.1%+5.9pp | 73.4%+7.6pp |
| Annual return | 13.98% | 14.78%-0.8pp | 109.12%-95.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $2,300 | $3,304-30.4% | $2,738-16.0% | $2,523-8.8% |
| Participant deferral / active EE | $3,436 | $3,813-9.9% | $3,710-7.4% | $4,231-18.8% |
| Admin fee / account holder | $61 | $68-9.9% | $3,847-98.4% | $114-46.7% |