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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $19,245 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,045 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $47,131 | $122,063-61.4% | $184,256-74.4% | $74,478-36.7% |
| Participation rate | 71.2% | 85.5%-14.2pp | 86.8%-15.6pp | 67.2%+4.0pp |
| Annual return | 24.55% | 19.92%+4.6pp | 28.85%-4.3pp | 1370.56%-1346.0pp |
| Employer contribution / active EE | $3,015 | $4,539-33.6% | $6,427-53.1% | $2,626+14.8% |
| Participant deferral / active EE | $6,096 | $7,144-14.7% | $9,133-33.3% | $4,350+40.1% |
| Admin fee / account holder | $125 | $1,253-90.0% | $13,899-99.1% | $1,946-93.6% |