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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $67,942 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,832 | $56,540-3.0% | $185,849-70.5% | $86,821-36.8% |
| Participation rate | 74.9% | 65.5%+9.4pp | 81.7%-6.8pp | 72.3%+2.6pp |
| Annual return | 16.97% | 118.20%-101.2pp | 122.10%-105.1pp | 97.94%-81.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,103 | $2,555+60.6% | $5,569-26.3% | $4,132-0.7% |
| Admin fee / account holder | $160 | $150+6.9% | $16,244-99.0% | $170-5.6% |