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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,473 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,364 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,023 | $52,581+67.4% | $130,788-32.7% | $64,340+36.8% |
| Participation rate | 98.6% | 46.5%+52.0pp | 70.1%+28.5pp | 55.2%+43.3pp |
| Annual return | 15.31% | 20.39%-5.1pp | 386.44%-371.1pp | 24.14%-8.8pp |
| Employer contribution / active EE | $3,331 | $1,031+223.1% | $3,558-6.4% | $1,862+78.9% |
| Participant deferral / active EE | $6,520 | $2,200+196.3% | $4,137+57.6% | $2,980+118.8% |
| Admin fee / account holder | $279 | $4,583-93.9% | $6,673-95.8% | $3,703-92.5% |