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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 33 P.O. BOX 9496 · NEW YORK, NY 100874496 | Securities brokerage | $13,904 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 33 · EIN 04-3046611 | Securities brokerage | $12,898 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,416 |
TRINITY PENSION GROUP, LLC4 years Service code 13 · EIN 20-0235252 | Contract Administrator | $1,800 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,969 | $61,391+154.1% | $149,723+4.2% | $71,529+118.1% |
| Participation rate | 86.3% | 62.5%+23.8pp | 78.8%+7.5pp | 67.9%+18.4pp |
| Annual return | 17.49% | 35.88%-18.4pp | 134.50%-117.0pp | 28.97%-11.5pp |
| Employer contribution / active EE | $7,524 | $2,384+215.6% | $4,821+56.1% | $2,590+190.5% |
| Participant deferral / active EE | $5,324 | $2,921+82.3% | $5,682-6.3% | $4,291+24.1% |
| Admin fee / account holder | $286 | $1,264-77.4% | $13,215-97.8% | $1,588-82.0% |