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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $26,673 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,019 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,186 | $84,482-44.1% | $125,363-62.4% | $66,930-29.5% |
| Participation rate | 80.1% | 76.4%+3.7pp | 82.4%-2.3pp | 69.8%+10.3pp |
| Annual return | -12.44% | -8.49%-4.0pp | 572.15%-584.6pp | 1.57%-14.0pp |
| Employer contribution / active EE | $2,636 | $3,553-25.8% | $4,815-45.3% | $2,545+3.6% |
| Participant deferral / active EE | $5,499 | $6,782-18.9% | $7,447-26.2% | $4,238+29.8% |
| Admin fee / account holder | $240 | $685-64.9% | $10,005-97.6% | $593-59.5% |