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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,291 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,720 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,016 | $84,493-63.3% | $125,381-75.3% | $66,938-53.7% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.8pp | 69.8%+26.4pp |
| Annual return | -12.93% | -8.49%-4.4pp | 572.31%-585.2pp | 1.58%-14.5pp |
| Employer contribution / active EE | $3,718 | $3,554+4.6% | $4,815-22.8% | $2,545+46.1% |
| Participant deferral / active EE | $7,415 | $6,783+9.3% | $7,448-0.4% | $4,238+74.9% |
| Admin fee / account holder | $116 | $685-83.1% | $10,007-98.8% | $594-80.5% |