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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 55 PO BOX 9496 · NEW YORK, NY 100874496 | Other Commissions | $29,775 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $15,785 |
Service code 29 · EIN 20-4780677 ONE RAYMOND DRIVE, STE 7 · HAVERTOWN, PA 19803 | Legal | $3,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,773 | $81,331-38.8% | $155,534-68.0% | $80,935-38.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 48.81% | 33.37%+15.4pp | 64.92%-16.1pp | 35.66%+13.2pp |
| Employer contribution / active EE | $9,886 | $3,105+218.4% | $4,675+111.5% | $2,757+258.6% |
| Participant deferral / active EE | $13,217 | $3,454+282.6% | $5,630+134.8% | $4,299+207.4% |
| Admin fee / account holder | $275 | $7,999-96.6% | $15,900-98.3% | $6,924-96.0% |