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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 | $17,737 |
GROSSBERG COMPANY, LLP1+ years Filed as: GROSSBERG Service code 10 6500 ROCK SPRING DR · BETHESDA, MD 20817 | Accounting | $12,481 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $744 |
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 | $123,552 | $70,002+76.5% | $115,038+7.4% | $52,331+136.1% |
| Participation rate | 82.9% | 72.1%+10.8pp | 81.4%+1.5pp | 68.1%+14.8pp |
| Annual return | 1.03% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,902 | $4,920+80.9% | $6,026+47.7% | $3,022+194.6% |
| Admin fee / account holder | $120 | $566-78.9% | $8,175-98.5% | $592-79.8% |