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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $16,565 |
MMA SECURITIES LLC2 years Service code 17 · EIN 22-3570392 | Pension Consulting | $8,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,231 | $47,163-40.1% | $149,696-81.1% | $74,460-62.1% |
| Participation rate | 41.3% | 63.4%-22.1pp | 78.8%-37.5pp | 70.7%-29.4pp |
| Annual return | 33.07% | 22.75%+10.3pp | 134.46%-101.4pp | 34.38%-1.3pp |
| Employer contribution / active EE | $915 | $1,907-52.0% | $4,821-81.0% | $2,638-65.3% |
| Participant deferral / active EE | $3,143 | $2,730+15.1% | $5,682-44.7% | $4,530-30.6% |
| Admin fee / account holder | $62 | $343-82.0% | $13,212-99.5% | $348-82.2% |