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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $66,171 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,727 | $90,064-17.0% | $100,415-25.6% | $77,762-3.9% |
| Participation rate | 97.1% | 81.3%+15.8pp | 81.5%+15.6pp | 70.6%+26.5pp |
| Annual return | 16.69% | 20.61%-3.9pp | 49.47%-32.8pp | 31.27%-14.6pp |
| Employer contribution / active EE | $6,406 | $3,043+110.5% | $3,943+62.5% | $2,728+134.8% |
| Participant deferral / active EE | $12,049 | $8,282+45.5% | $8,091+48.9% | $4,651+159.1% |
| Admin fee / account holder | $169 | $172-1.7% | $7,906-97.9% | $433-61.0% |