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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 28 · EIN 22-3570392 | Investment Management | $30,000 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $18,000 |
THE WAGNER LAW GROUP4 years Service code 29 · EIN 04-3323315 | Legal | $12,146 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,095 |
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP Service code 38 · EIN 47-3835496 | Participant Communication | $750 |
TIAA4 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
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 | $154,795 | $204,517-24.3% | $69,480+122.8% | $77,775+99.0% |
| Participation rate | 70.5% | 74.6%-4.1pp | 74.6%-4.1pp | 73.2%-2.7pp |
| Annual return | 19.65% | 22.10%-2.5pp | 28.99%-9.3pp | 32.58%-12.9pp |
| Employer contribution / active EE | $1,941 | $3,548-45.3% | $2,780-30.2% | $2,504-22.5% |
| Participant deferral / active EE | $4,754 | $3,478+36.7% | $3,537+34.4% | $3,966+19.9% |
| Admin fee / account holder | $35 | $101-65.1% | $3,840-99.1% | $100-64.9% |