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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $47,229 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,748 | $44,764-51.4% | $68,808-68.4% | $64,819-66.4% |
| Participation rate | 87.5% | 64.8%+22.8pp | 69.0%+18.5pp | 71.5%+16.1pp |
| Annual return | -18.50% | -10.91%-7.6pp | -6.37%-12.1pp | 32.84%-51.3pp |
| Employer contribution / active EE | $679 | $1,775-61.7% | $2,656-74.4% | $2,507-72.9% |
| Participant deferral / active EE | $1,785 | $3,238-44.9% | $3,942-54.7% | $4,311-58.6% |
| Admin fee / account holder | $172 | $151+13.7% | $4,936-96.5% | $188-8.4% |