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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 | $69,774+44.7% | $67,575+49.4% | $74,459+35.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.43% | -40.53%+53.0pp | 3528.98%-3516.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $5,085 | $2,710+87.6% | $2,736+85.9% | $2,626+93.6% |
| Participant deferral / active EE | $5,507 | $3,636+51.4% | $4,003+37.6% | $4,350+26.6% |
| Admin fee / account holder | $120 | $890-86.5% | $3,993-97.0% | $1,945-93.8% |