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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,804 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,760 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,655 | $89,123-5.0% | $102,460-17.4% | $77,762+8.9% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.2pp |
| Annual return | 18.18% | 25.05%-6.9pp | 29.47%-11.3pp | 31.27%-13.1pp |
| Employer contribution / active EE | $2,248 | $2,700-16.8% | $3,025-25.7% | $2,728-17.6% |
| Participant deferral / active EE | $5,582 | $5,148+8.4% | $5,056+10.4% | $4,651+20.0% |
| Admin fee / account holder | $190 | $236-19.5% | $9,460-98.0% | $433-56.2% |