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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $16,653 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,181 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $11,468 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $185 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $84,936-56.3% | $111,308-66.7% | $79,391-53.3% |
| Participation rate | 92.7% | 75.9%+16.8pp | 77.3%+15.4pp | 70.7%+22.0pp |
| Annual return | 13.54% | 17.45%-3.9pp | 54.67%-41.1pp | 116.88%-103.3pp |
| Employer contribution / active EE | $651 | $1,979-67.1% | $2,732-76.2% | $2,428-73.2% |
| Participant deferral / active EE | $3,233 | $3,888-16.8% | $4,487-27.9% | $4,046-20.1% |
| Admin fee / account holder | $158 | $537-70.6% | $7,965-98.0% | $627-74.8% |