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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 P. O. BOX 9496 · NEW YORK, NY 10087 | Advisory (Participants) | $14,389 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,087 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,123 | $58,778-87.9% | $129,295-94.5% | $77,671-90.8% |
| Participation rate | 86.2% | 59.2%+26.9pp | 69.6%+16.5pp | 70.6%+15.6pp |
| Annual return | 22.34% | 24.73%-2.4pp | 9429.28%-9406.9pp | 31.21%-8.9pp |
| Employer contribution / active EE | $755 | $1,952-61.3% | $4,157-81.8% | $2,726-72.3% |
| Participant deferral / active EE | $2,359 | $3,212-26.6% | $4,169-43.4% | $4,648-49.3% |
| Admin fee / account holder | $58 | $589-90.2% | $7,665-99.2% | $430-86.6% |