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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $49,250 |
BLAND GARVEY, P.C.5 years Service code 10 · EIN 75-1854024 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,807 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$66,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,655 | $106,247+6.0% | $147,096-23.4% | $77,714+45.0% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 14.57% | 56.87%-42.3pp | 419.75%-405.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $5,606 | $4,069+37.8% | $4,936+13.6% | $2,727+105.6% |
| Participant deferral / active EE | $10,539 | $7,996+31.8% | $8,071+30.6% | $4,649+126.7% |
| Admin fee / account holder | $26 | $338-92.4% | $13,005-99.8% | $433-94.1% |