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 | Finders' fees / placement fees; Recor... | $112,670 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,500 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,939 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $192 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,807 | $105,179+13.0% | $64,099+85.4% | $80,149+48.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 15.56% | 20.34%-4.8pp | 33.70%-18.1pp | 40.39%-24.8pp |
| Employer contribution / active EE | $6,067 | $3,311+83.2% | $2,748+120.8% | $2,977+103.8% |
| Participant deferral / active EE | $6,902 | $4,020+71.7% | $3,881+77.8% | $5,015+37.6% |
| Admin fee / account holder | $113 | $113-0.2% | $3,070-96.3% | $145-22.1% |