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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 26 · EIN 22-3570392 | Advisory (Participants) | $67,992 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 12 · EIN 82-3719843 | Claims processing; Participant loan p... | $15,050 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $7,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,708 | $104,544+69.0% | $96,564+83.0% | $80,187+120.4% |
| Participation rate | 85.7% | 86.4%-0.7pp | 76.0%+9.7pp | 72.9%+12.7pp |
| Annual return | 21.02% | 21.79%-0.8pp | 25.89%-4.9pp | 40.40%-19.4pp |
| Employer contribution / active EE | $2,450 | $3,527-30.5% | $2,967-17.4% | $2,980-17.8% |
| Participant deferral / active EE | $9,015 | $6,170+46.1% | $4,852+85.8% | $5,016+79.7% |
| Admin fee / account holder | $277 | $107+159.6% | $8,256-96.6% | $145+91.3% |