Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,591-2.6% | $147,096-32.7% | $74,429+32.9% |
| Participation rate | 94.7% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 15.10% | 8746.45%-8731.4pp | 419.75%-404.6pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $6,089 | $3,813+59.7% | $4,936+23.4% | $2,625+132.0% |
| Participant deferral / active EE | $6,850 | $7,302-6.2% | $8,071-15.1% | $4,348+57.5% |
| Admin fee / account holder | $278 | $1,750-84.1% | $13,005-97.9% | $1,944-85.7% |