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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 | $65,072+12.8% | $66,439+10.5% | $65,306+12.4% |
| Participation rate | 66.9% | 69.1%-2.1pp | 74.5%-7.6pp | 57.7%+9.3pp |
| Annual return | 12.17% | 21.50%-9.3pp | 757.66%-745.5pp | 21.94%-9.8pp |
| Employer contribution / active EE | $674 | $2,475-72.8% | $2,637-74.4% | $1,967-65.7% |
| Participant deferral / active EE | $1,953 | $3,234-39.6% | $3,876-49.6% | $2,959-34.0% |
| Admin fee / account holder | $90 | $1,323-93.2% | $6,173-98.5% | $3,480-97.4% |