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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,031 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,388 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,895 |
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 | $71,968 | $99,957-28.0% | $149,730-51.9% | $73,493-2.1% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 14.94% | 53.87%-38.9pp | 276.70%-261.8pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,571 | $3,191+11.9% | $4,645-23.1% | $2,270+57.3% |
| Participant deferral / active EE | $8,661 | $6,073+42.6% | $6,843+26.6% | $3,740+131.6% |
| Admin fee / account holder | $241 | $551-56.2% | $9,310-97.4% | $513-53.0% |