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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $328,413 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $98,950 |
MCCALL SCANLON & TICE, LLC3 years Service code 10 · EIN 26-2728289 | Accounting | $11,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,102 | $78,275+86.7% | $109,188+33.8% | $86,821+68.3% |
| Participation rate | 99.4% | 73.8%+25.5pp | 75.9%+23.5pp | 72.3%+27.1pp |
| Annual return | 12.78% | 19.14%-6.4pp | 25.76%-13.0pp | 97.94%-85.2pp |
| Employer contribution / active EE | $12,583 | $3,105+305.3% | $3,723+238.0% | $2,406+423.0% |
| Participant deferral / active EE | $4,452 | $3,641+22.3% | $4,654-4.3% | $4,132+7.7% |
| Admin fee / account holder | $273 | $198+37.4% | $6,755-96.0% | $170+60.8% |