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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $41,280 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,874 | $89,465-34.2% | $165,100-64.3% | $77,762-24.3% |
| Participation rate | 94.0% | 78.6%+15.4pp | 78.6%+15.4pp | 70.6%+23.4pp |
| Annual return | 16.82% | 28.86%-12.0pp | 70.21%-53.4pp | 31.27%-14.5pp |
| Employer contribution / active EE | $1,169 | $2,565-54.4% | $4,348-73.1% | $2,728-57.2% |
| Participant deferral / active EE | $5,345 | $4,904+9.0% | $6,035-11.4% | $4,651+14.9% |
| Admin fee / account holder | $200 | $340-41.3% | $12,696-98.4% | $433-53.9% |