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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $307,209 |
MMA SECURITIES LLC5 years Service code 16 · EIN 22-3570392 | Consulting | $96,184 |
MCCALL SCANLON & TICE, LLC5 years Service code 10 · EIN 26-2728289 | Accounting | $11,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,408 | $93,010+53.1% | $96,538+47.5% | $74,473+91.2% |
| Participation rate | 99.2% | 71.6%+27.6pp | 74.3%+24.8pp | 70.7%+28.4pp |
| Annual return | 15.22% | 37.50%-22.3pp | 35.74%-20.5pp | 34.36%-19.1pp |
| Employer contribution / active EE | $8,423 | $3,427+145.8% | $3,740+125.2% | $2,638+219.3% |
| Participant deferral / active EE | $5,036 | $3,971+26.8% | $4,880+3.2% | $4,530+11.2% |
| Admin fee / account holder | $255 | $633-59.7% | $6,737-96.2% | $347-26.5% |