Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $10,866 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $5,263 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,420 | $63,433+15.7% | $63,803+15.1% | $64,097+14.5% |
| Participation rate | 66.9% | 65.0%+1.9pp | 72.7%-5.8pp | 55.2%+11.7pp |
| Annual return | 11.69% | 20.74%-9.0pp | 543.72%-532.0pp | 34.64%-23.0pp |
| Employer contribution / active EE | $913 | $2,332-60.8% | $2,532-63.9% | $1,891-51.7% |
| Participant deferral / active EE | $1,953 | $3,119-37.4% | $3,843-49.2% | $3,080-36.6% |
| Admin fee / account holder | $107 | $1,489-92.8% | $5,196-97.9% | $3,454-96.9% |