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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 | $89,808-16.8% | $100,383-25.6% | $77,671-3.8% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.6pp | 70.6%+26.6pp |
| Annual return | 16.69% | 20.62%-3.9pp | 49.26%-32.6pp | 31.21%-14.5pp |
| Employer contribution / active EE | $6,406 | $3,039+110.8% | $3,944+62.4% | $2,726+135.0% |
| Participant deferral / active EE | $12,049 | $8,284+45.5% | $8,086+49.0% | $4,648+159.2% |
| Admin fee / account holder | $169 | $174-3.1% | $7,900-97.9% | $430-60.7% |