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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,775 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,448 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,104 | $106,230-11.4% | $147,080-36.0% | $77,736+21.1% |
| Participation rate | 74.7% | 78.4%-3.7pp | 82.2%-7.5pp | 70.6%+4.1pp |
| Annual return | 18.99% | 56.91%-37.9pp | 420.17%-401.2pp | 31.26%-12.3pp |
| Employer contribution / active EE | $2,960 | $4,072-27.3% | $4,933-40.0% | $2,728+8.5% |
| Participant deferral / active EE | $7,944 | $8,001-0.7% | $8,066-1.5% | $4,651+70.8% |
| Admin fee / account holder | $99 | $338-70.8% | $12,989-99.2% | $433-77.2% |