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| 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 | $64,705+13.5% | $62,929+16.7% | $67,986+8.0% |
| Participation rate | 66.9% | 65.6%+1.3pp | 73.1%-6.2pp | 57.2%+9.7pp |
| Annual return | 11.69% | 20.31%-8.6pp | 1063.93%-1052.2pp | 31.67%-20.0pp |
| Employer contribution / active EE | $913 | $2,376-61.6% | $2,505-63.5% | $2,019-54.8% |
| Participant deferral / active EE | $1,953 | $3,198-38.9% | $3,888-49.8% | $3,358-41.8% |
| Admin fee / account holder | $107 | $1,428-92.5% | $5,065-97.9% | $3,203-96.7% |