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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 33 · EIN 22-3570392 | Securities brokerage | $15,000 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,501 |
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 | $94,597 | $69,774+35.6% | $67,561+40.0% | $74,429+27.1% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 11.33% | -40.53%+51.9pp | 3525.44%-3514.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $3,000 | $2,710+10.7% | $2,735+9.7% | $2,625+14.3% |
| Participant deferral / active EE | $4,419 | $3,636+21.5% | $4,003+10.4% | $4,348+1.6% |
| Admin fee / account holder | $101 | $890-88.7% | $4,006-97.5% | $1,944-94.8% |