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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $38,406 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Recordkeeping | $13,743 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,196 | $87,106+34.5% | $105,607+11.0% | $80,935+44.8% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.7%+25.4pp |
| Annual return | 14.13% | 17.01%-2.9pp | 116.11%-102.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $12,347 | $2,396+415.3% | $3,167+289.9% | $2,757+347.9% |
| Participant deferral / active EE | $15,936 | $3,986+299.8% | $5,011+218.0% | $4,299+270.7% |
| Admin fee / account holder | $481 | $8,447-94.3% | $10,958-95.6% | $6,924-93.1% |