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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 33 P.O. BOX 9496 · NEW YORK, NY 100874496 | Securities brokerage | $33,289 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,459 |
TRINITY PENSION GROUP, LLC5 years Service code 13 · EIN 20-0235252 | Contract Administrator | $2,300 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,554 | $55,446+213.0% | $155,574+11.6% | $74,429+133.2% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 13.32% | 269.20%-255.9pp | 64.87%-51.5pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $8,211 | $2,266+262.4% | $4,676+75.6% | $2,625+212.8% |
| Participant deferral / active EE | $5,367 | $2,836+89.2% | $5,629-4.7% | $4,348+23.4% |
| Admin fee / account holder | $319 | $1,743-81.7% | $15,914-98.0% | $1,944-83.6% |