Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 17 · EIN 06-1685865 | Pension Consulting | $35,000 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $21,747 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,693 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $920 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $243 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,865 | $37,213-33.2% | $156,549-84.1% | $63,975-61.1% |
| Participation rate | 83.8% | 65.0%+18.8pp | 84.0%-0.2pp | 71.1%+12.7pp |
| Annual return | 7.11% | 47.89%-40.8pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,111 | $1,357+55.6% | $5,501-61.6% | $2,182-3.2% |
| Participant deferral / active EE | $2,034 | $2,070-1.7% | $4,871-58.2% | $3,356-39.4% |
| Admin fee / account holder | $24 | $56-56.5% | $13,027-99.8% | $70-65.3% |