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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,766 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $12,043 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 83-2519857 | Accounting | $9,188 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $7,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,178 | $106,264-70.7% | $147,117-78.8% | $77,762-59.9% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.5pp | 70.6%-8.9pp |
| Annual return | 20.63% | 56.94%-36.3pp | 420.54%-399.9pp | 31.27%-10.6pp |
| Employer contribution / active EE | $2,469 | $4,074-39.4% | $4,932-50.0% | $2,728-9.5% |
| Participant deferral / active EE | $4,195 | $8,003-47.6% | $8,065-48.0% | $4,651-9.8% |
| Admin fee / account holder | $166 | $334-50.2% | $12,993-98.7% | $433-61.6% |