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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $49,976 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,444 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,089 | $78,852-50.4% | $76,768-49.1% | $75,289-48.1% |
| Participation rate | 89.7% | 85.0%+4.7pp | 77.0%+12.7pp | 72.4%+17.3pp |
| Annual return | -5.45% | -1.29%-4.2pp | 2.43%-7.9pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,820 | $2,794-34.9% | $2,485-26.8% | $2,405-24.3% |
| Participant deferral / active EE | $4,482 | $4,800-6.6% | $3,852+16.4% | $3,739+19.9% |
| Admin fee / account holder | $46 | $79-42.2% | $6,675-99.3% | $102-55.4% |