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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,724 |
MMA SECURITIES LLC4 years Filed as: NIA SECURITIES LLC Service code 99 · EIN 22-3570392 | Other Fees | $27,244 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,460 | $89,465+12.3% | $164,866-39.1% | $77,671+29.3% |
| Participation rate | 92.5% | 78.6%+13.8pp | 78.6%+13.8pp | 70.6%+21.9pp |
| Annual return | 14.74% | 28.81%-14.1pp | 69.97%-55.2pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,578 | $2,568-38.5% | $4,343-63.7% | $2,726-42.1% |
| Participant deferral / active EE | $4,716 | $4,897-3.7% | $6,033-21.8% | $4,648+1.5% |
| Admin fee / account holder | $160 | $340-53.0% | $12,689-98.7% | $430-62.9% |