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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,209 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,178 |
MMA SECURITIES LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,542 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,006 | $99,201-46.6% | $96,544-45.1% | $74,473-28.8% |
| Participation rate | 96.6% | 80.7%+15.9pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 18.74% | 22.40%-3.7pp | 25.88%-7.1pp | 34.36%-15.6pp |
| Employer contribution / active EE | $2,343 | $2,570-8.8% | $2,966-21.0% | $2,638-11.2% |
| Participant deferral / active EE | $4,176 | $4,938-15.4% | $4,851-13.9% | $4,530-7.8% |
| Admin fee / account holder | $197 | $225-12.5% | $8,254-97.6% | $347-43.3% |