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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,419 |
MMA SECURITIES LLC6+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,419 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,813 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,218 | $106,230-72.5% | $147,080-80.1% | $77,736-62.4% |
| Participation rate | 80.7% | 78.4%+2.4pp | 82.2%-1.4pp | 70.6%+10.2pp |
| Annual return | 16.94% | 56.91%-40.0pp | 420.17%-403.2pp | 31.26%-14.3pp |
| Employer contribution / active EE | $1,581 | $4,072-61.2% | $4,933-68.0% | $2,728-42.0% |
| Participant deferral / active EE | $2,602 | $8,001-67.5% | $8,066-67.7% | $4,651-44.0% |
| Admin fee / account holder | $184 | $338-45.5% | $12,989-98.6% | $433-57.4% |