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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $54,838 |
GT REILLY & COMPANY3 years Service code 10 · EIN 04-2513210 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,485 |
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 | $112,484 | $65,118+72.7% | $76,768+46.5% | $55,727+101.8% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.7pp | 70.9%+23.8pp |
| Annual return | -2.51% | -1.27%-1.2pp | 2.43%-4.9pp | 244.94%-247.5pp |
| Employer contribution / active EE | $2,876 | $1,941+48.2% | $2,485+15.7% | $2,078+38.4% |
| Participant deferral / active EE | $10,528 | $3,688+185.5% | $3,852+173.3% | $3,356+213.7% |
| Admin fee / account holder | $7 | $116-93.7% | $6,676-99.9% | $115-93.6% |