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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 26 · EIN 22-3570392 | Advisory (Participants) | $20,000 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,718 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,953 | $69,771+44.7% | $67,524+49.5% | $74,400+35.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.43% | -40.49%+52.9pp | 3519.41%-3507.0pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $5,085 | $2,710+87.6% | $2,734+86.0% | $2,624+93.7% |
| Participant deferral / active EE | $5,507 | $3,638+51.4% | $4,001+37.6% | $4,348+26.6% |
| Admin fee / account holder | $120 | $889-86.5% | $4,001-97.0% | $1,944-93.8% |