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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $40,722 |
THE CENTURION GROUP, LLC6+ years Service code 15 · EIN 20-8394397 | Recordkeeping | $37,657 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,590 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $116,267 | $100,801+15.3% | $149,745-22.4% | $73,412+58.4% |
| Participation rate | 86.8% | 77.7%+9.1pp | 82.5%+4.3pp | 72.2%+14.6pp |
| Annual return | 20.66% | 265.34%-244.7pp | 276.72%-256.1pp | 59.30%-38.6pp |
| Employer contribution / active EE | $3,581 | $3,312+8.1% | $4,646-22.9% | $2,234+60.3% |
| Participant deferral / active EE | $9,120 | $6,404+42.4% | $6,843+33.3% | $3,806+139.6% |
| Admin fee / account holder | $260 | $181+43.9% | $9,312-97.2% | $158+64.8% |