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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $68,803 |
Service code 49 · EIN 04-1590850 | Other Services | $3,628 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | 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 | $117,054 | $65,118+79.8% | $76,767+52.5% | $55,725+110.1% |
| Participation rate | 87.3% | 79.6%+7.7pp | 77.0%+10.3pp | 70.9%+16.5pp |
| Annual return | -3.17% | -1.27%-1.9pp | 2.43%-5.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $4,469 | $1,941+130.3% | $2,485+79.8% | $2,078+115.1% |
| Participant deferral / active EE | $6,671 | $3,688+80.9% | $3,852+73.2% | $3,356+98.8% |
| Admin fee / account holder | $12 | $116-89.7% | $6,675-99.8% | $115-89.7% |