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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES Service code 16 PO BOX 28405 · NEW YORK, NY 10087 | Consulting | $35,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,414 | $78,852-61.4% | $76,768-60.4% | $75,289-59.6% |
| Participation rate | 92.1% | 85.0%+7.2pp | 77.0%+15.2pp | 72.4%+19.7pp |
| Annual return | -6.40% | -1.29%-5.1pp | 2.43%-8.8pp | -0.04%-6.4pp |
| Employer contribution / active EE | $2,707 | $2,794-3.1% | $2,485+8.9% | $2,405+12.6% |
| Participant deferral / active EE | $3,640 | $4,800-24.2% | $3,852-5.5% | $3,739-2.6% |
| Admin fee / account holder | $8 | $79-89.9% | $6,676-99.9% | $102-92.2% |