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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,000 |
DMJPS LLC3 years Service code 10 · EIN 56-0570567 | Accounting | $14,125 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,054 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$63,277 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,411 | $88,137+83.1% | $164,975-2.2% | $74,429+116.9% |
| Participation rate | 94.7% | 73.1%+21.6pp | 78.6%+16.1pp | 67.2%+27.5pp |
| Annual return | 13.92% | 17.13%-3.2pp | 70.12%-56.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $4,169 | $2,597+60.5% | $4,343-4.0% | $2,625+58.8% |
| Participant deferral / active EE | $8,388 | $4,501+86.4% | $6,033+39.0% | $4,348+92.9% |
| Admin fee / account holder | -$8 | $2,231-100.4% | $12,688-100.1% | $1,944-100.4% |