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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $32,545 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,510 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,421 | $101,672-38.6% | $147,117-57.6% | $74,478-16.2% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 27.75% | 8757.83%-8730.1pp | 420.54%-392.8pp | 1370.56%-1342.8pp |
| Employer contribution / active EE | $5,861 | $3,813+53.7% | $4,932+18.8% | $2,626+123.2% |
| Participant deferral / active EE | $17,994 | $7,305+146.3% | $8,065+123.1% | $4,350+313.6% |
| Admin fee / account holder | $132 | $1,753-92.5% | $12,993-99.0% | $1,946-93.2% |