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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Dis... | $60,870 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,767 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,556 | $50,151-82.9% | $149,696-94.3% | $80,157-89.3% |
| Participation rate | 81.1% | 64.3%+16.8pp | 78.8%+2.4pp | 72.9%+8.2pp |
| Annual return | 18.47% | 29.80%-11.3pp | 134.46%-116.0pp | 40.39%-21.9pp |
| Employer contribution / active EE | $399 | $1,867-78.6% | $4,821-91.7% | $2,977-86.6% |
| Participant deferral / active EE | $1,463 | $3,194-54.2% | $5,682-74.3% | $5,015-70.8% |
| Admin fee / account holder | $82 | $153-46.1% | $13,212-99.4% | $145-43.2% |