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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $17,799 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,779 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,700 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $687 |
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 | $95,770 | $64,909+47.5% | $82,313+16.3% | $62,293+53.7% |
| Participation rate | 96.6% | 74.9%+21.8pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 20.89% | 21.18%-0.3pp | 25.88%-5.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $6,242 | $1,676+272.4% | $2,428+157.1% | $2,042+205.6% |
| Participant deferral / active EE | $11,278 | $3,103+263.4% | $3,706+204.3% | $3,169+255.9% |
| Admin fee / account holder | $18 | $440-95.8% | $5,608-99.7% | $479-96.2% |