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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $18,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,316 |
Filed as: JOHN HANCOCK LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $7,464 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,373 | $81,358-4.9% | $155,556-50.3% | $80,959-4.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 24.79% | 33.39%-8.6pp | 64.84%-40.0pp | 35.67%-10.9pp |
| Employer contribution / active EE | $7,010 | $3,106+125.7% | $4,675+49.9% | $2,757+154.2% |
| Participant deferral / active EE | $12,348 | $3,455+257.4% | $5,631+119.3% | $4,300+187.1% |
| Admin fee / account holder | $273 | $7,994-96.6% | $15,885-98.3% | $6,925-96.1% |