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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,174 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,740 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $4,845 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,945 | $101,653-2.7% | $147,080-32.7% | $74,459+32.9% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 15.10% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $6,089 | $3,813+59.7% | $4,933+23.4% | $2,626+131.9% |
| Participant deferral / active EE | $6,850 | $7,304-6.2% | $8,066-15.1% | $4,350+57.5% |
| Admin fee / account holder | $278 | $1,752-84.1% | $12,989-97.9% | $1,945-85.7% |