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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $29,810 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,183 |
PREMIER PLAN CONSULTANTS2+ years Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $1,475 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,051 | $65,125-18.5% | $143,797-63.1% | $66,949-20.8% |
| Participation rate | 96.7% | 65.2%+31.5pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -12.32% | -11.13%-1.2pp | -0.04%-12.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $4,310 | $2,362+82.4% | $4,952-13.0% | $2,545+69.3% |
| Participant deferral / active EE | $9,615 | $2,920+229.2% | $5,638+70.5% | $4,239+126.8% |
| Admin fee / account holder | $231 | $503-54.0% | $14,679-98.4% | $594-61.1% |