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| Provider | Service type | Compensation |
|---|---|---|
DYNAMIC PENSION SERVICES, INC.4+ years Filed as: DYNAMIC PENSION SERVICES INC Service code 15 · EIN 31-1585572 | Recordkeeping | $5,960 |
TWG BENEFITS, INC.4+ years Filed as: TWG BENEFITS Service code 15 · EIN 36-4028918 | Recordkeeping | $4,594 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 99 · EIN 22-3570392 | Other Fees | $4,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,601 | $33,067+10.7% | $76,523-52.2% | $56,287-35.0% |
| Participation rate | 23.6% | 55.4%-31.8pp | 68.0%-44.4pp | 69.9%-46.3pp |
| Annual return | -4.03% | 2.72%-6.7pp | -0.27%-3.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $163 | $1,200-86.5% | $2,647-93.9% | $2,111-92.3% |
| Participant deferral / active EE | $801 | $2,240-64.3% | $3,835-79.1% | $3,350-76.1% |
| Admin fee / account holder | $193 | $537-64.1% | $4,848-96.0% | $521-63.0% |