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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $6,490 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,115 | $74,024-64.7% | $78,002-66.5% | $57,658-54.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 0.00% | 12.14%-12.1pp | 425.99%-426.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $14,943 | $2,365+531.8% | $2,470+504.9% | $1,974+657.1% |
| Participant deferral / active EE | $6,646 | $3,533+88.1% | $3,497+90.1% | $3,061+117.2% |
| Admin fee / account holder | $14 | $93-84.6% | $5,481-99.7% | $95-84.8% |