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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 28 · EIN 22-3570392 | Investment Management | $30,000 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $17,500 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $9,757 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 38 · EIN 47-3835496 | Participant Communication | $4,500 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $912 |
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 | $133,417 | $87,173+53.0% | $59,899+122.7% | $75,289+77.2% |
| Participation rate | 72.2% | 74.5%-2.2pp | 74.7%-2.4pp | 72.4%-0.2pp |
| Annual return | -2.95% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $2,052 | $3,473-40.9% | $2,723-24.6% | $2,405-14.7% |
| Participant deferral / active EE | $4,995 | $3,379+47.8% | $3,403+46.8% | $3,739+33.6% |
| Admin fee / account holder | $36 | $75-52.3% | $3,592-99.0% | $102-65.2% |