Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,134 |
MMA SECURITIES LLC2 years Service code 16 · EIN 52-2189187 | Consulting | $37,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,565 | $58,778+3.0% | $129,207-53.1% | $77,643-22.0% |
| Participation rate | 97.2% | 59.2%+37.9pp | 69.6%+27.6pp | 70.6%+26.6pp |
| Annual return | 11.64% | 24.73%-13.1pp | 9417.33%-9405.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,888 | $1,952-3.3% | $4,153-54.5% | $2,726-30.7% |
| Participant deferral / active EE | $4,903 | $3,212+52.6% | $4,168+17.6% | $4,647+5.5% |
| Admin fee / account holder | $172 | $589-70.9% | $7,715-97.8% | $430-60.1% |