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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $58,503 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,738 | $46,332-5.6% | $143,797-69.6% | $64,824-32.5% |
| Participation rate | 76.9% | 64.2%+12.6pp | 80.3%-3.4pp | 71.5%+5.4pp |
| Annual return | -14.95% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $1 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,221 | $2,647+59.4% | $5,638-25.1% | $4,311-2.1% |
| Admin fee / account holder | $126 | $154-17.8% | $14,679-99.1% | $188-32.7% |