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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 17 P O BOX 9496 · NEW YORK, NY 10087 | Pension Consulting | $24,448 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,065 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,387 | $76,112-32.5% | $96,534-46.8% | $71,511-28.1% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+20.9pp | 67.9%+28.9pp |
| Annual return | 21.23% | 22.81%-1.6pp | 25.88%-4.7pp | 28.86%-7.6pp |
| Employer contribution / active EE | $3,984 | $2,248+77.2% | $2,965+34.3% | $2,589+53.9% |
| Participant deferral / active EE | $8,721 | $4,217+106.8% | $4,851+79.8% | $4,291+103.3% |
| Admin fee / account holder | $127 | $2,708-95.3% | $8,253-98.5% | $1,588-92.0% |