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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,429 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS Service code 28 · EIN 27-5176829 | Investment Management | $15,750 |
BETHKE CPA, LLC1 year Filed as: BETHKE CPA Service code 10 13975 CONNECTICUT AVENUE, SUITE 301 · SILVER SPRING, MD 20906 | Accounting | $11,150 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,356 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,510 | $102,385-60.4% | $147,080-72.5% | $80,935-49.9% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 18.62% | 135.09%-116.5pp | 420.17%-401.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $7,190 | $3,717+93.5% | $4,933+45.7% | $2,757+160.8% |
| Participant deferral / active EE | $9,284 | $6,651+39.6% | $8,066+15.1% | $4,299+115.9% |
| Admin fee / account holder | $258 | $7,951-96.8% | $12,989-98.0% | $6,924-96.3% |