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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $66,066 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,829 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $9,509 | $53,254-82.1% | $155,574-93.9% | $199,921-95.2% |
| Participation rate | 84.0% | 64.1%+19.9pp | 78.2%+5.8pp | 72.0%+12.0pp |
| Annual return | 13.63% | 41.18%-27.5pp | 64.87%-51.2pp | 34.28%-20.6pp |
| Employer contribution / active EE | $334 | $1,848-81.9% | $4,676-92.9% | $3,035-89.0% |
| Participant deferral / active EE | $1,713 | $3,165-45.9% | $5,629-69.6% | $5,089-66.3% |
| Admin fee / account holder | $84 | $186-54.7% | $15,914-99.5% | $269-68.8% |