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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,520 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,798 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,290 | $50,860-38.5% | $155,574-79.9% | $77,714-59.7% |
| Participation rate | 90.4% | 63.1%+27.2pp | 78.2%+12.2pp | 70.6%+19.8pp |
| Annual return | 13.43% | 34.86%-21.4pp | 64.87%-51.4pp | 31.26%-17.8pp |
| Employer contribution / active EE | $4,360 | $1,991+119.0% | $4,676-6.7% | $2,727+59.9% |
| Participant deferral / active EE | $4,343 | $2,825+53.8% | $5,629-22.8% | $4,649-6.6% |
| Admin fee / account holder | $119 | $436-72.7% | $15,914-99.3% | $433-72.5% |