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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,750 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,956 |
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 | $83,078 | $80,753+2.9% | $136,298-39.0% | $62,293+33.4% |
| Participation rate | 78.6% | 73.5%+5.1pp | 81.9%-3.3pp | 69.5%+9.1pp |
| Annual return | 20.36% | 35.83%-15.5pp | 5156.27%-5135.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,286 | $2,884-20.7% | $4,696-51.3% | $2,042+11.9% |
| Participant deferral / active EE | $7,804 | $5,164+51.1% | $6,247+24.9% | $3,169+146.3% |
| Admin fee / account holder | $146 | $525-72.1% | $9,244-98.4% | $479-69.4% |