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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $66,525 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,625 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $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 | $119,412 | $83,681+42.7% | $82,312+45.1% | - |
| Participation rate | 88.4% | 75.1%+13.2pp | 76.9%+11.5pp | - |
| Annual return | 19.43% | 13.76%+5.7pp | 25.88%-6.4pp | - |
| Employer contribution / active EE | $5,498 | $1,471+273.9% | $2,428+126.4% | - |
| Participant deferral / active EE | $6,347 | $2,851+122.6% | $3,706+71.2% | - |
| Admin fee / account holder | $12 | $3,032-99.6% | $5,608-99.8% | - |