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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 | $51,736+70.1% | $120,225-26.8% | $67,986+29.5% |
| Participation rate | 98.6% | 46.1%+52.5pp | 69.6%+29.0pp | 57.2%+41.4pp |
| Annual return | 15.31% | 31.98%-16.7pp | 439.23%-423.9pp | 31.67%-16.4pp |
| Employer contribution / active EE | $3,331 | $1,071+210.9% | $3,475-4.1% | $2,019+65.0% |
| Participant deferral / active EE | $6,520 | $2,206+195.6% | $3,999+63.1% | $3,358+94.2% |
| Admin fee / account holder | $279 | $4,159-93.3% | $5,696-95.1% | $3,203-91.3% |