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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES Service code 14 PO BOX 28405 · NEW YORK, NY 10087 | Plan Administrator | $36,013 |
GROSSBERG COMPANY, LLP1+ years Filed as: GROSSBERG Service code 10 6500 ROCK SPRING DR · BETHESDA, MD 20817 | Accounting | $24,943 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24 |
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 | $199,215 | $70,002+184.6% | $115,038+73.2% | $52,331+280.7% |
| Participation rate | 82.7% | 72.1%+10.6pp | 81.4%+1.3pp | 68.1%+14.6pp |
| Annual return | 0.69% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $11,502 | $2,715+323.7% | $4,608+149.6% | $1,882+511.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $189 | $566-66.6% | $8,175-97.7% | $592-68.1% |