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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 | $88,186+83.0% | $165,071-2.2% | $74,459+116.8% |
| Participation rate | 94.7% | 73.1%+21.6pp | 78.6%+16.1pp | 67.2%+27.5pp |
| Annual return | 13.92% | 17.13%-3.2pp | 70.17%-56.2pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $4,169 | $2,600+60.3% | $4,347-4.1% | $2,626+58.8% |
| Participant deferral / active EE | $8,388 | $4,505+86.2% | $6,035+39.0% | $4,350+92.8% |
| Admin fee / account holder | -$8 | $2,234-100.4% | $12,695-100.1% | $1,945-100.4% |