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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 | $106,110-70.6% | $147,005-78.8% | $77,671-59.9% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.5pp | 70.6%-8.9pp |
| Annual return | 20.63% | 56.77%-36.1pp | 418.76%-398.1pp | 31.21%-10.6pp |
| Employer contribution / active EE | $2,469 | $4,065-39.3% | $4,934-50.0% | $2,726-9.5% |
| Participant deferral / active EE | $4,195 | $7,992-47.5% | $8,070-48.0% | $4,648-9.7% |
| Admin fee / account holder | $166 | $338-50.7% | $13,006-98.7% | $430-61.3% |