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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $52,032 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,049 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,051 | $68,110-72.0% | $155,556-87.8% | $99,313-80.8% |
| Participation rate | 20.0% | 67.8%-47.8pp | 78.2%-58.3pp | 71.7%-51.7pp |
| Annual return | 15.63% | 16.16%-0.5pp | 64.84%-49.2pp | 17.67%-2.0pp |
| Employer contribution / active EE | $81 | $2,291-96.4% | $4,675-98.3% | $3,264-97.5% |
| Participant deferral / active EE | $718 | $3,865-81.4% | $5,631-87.2% | $5,346-86.6% |
| Admin fee / account holder | $155 | $94+65.1% | $15,885-99.0% | $109+42.2% |