Filed June 1, 2023
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $89,232 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $29,850 |
MMA SECURITIES LLC3 years Service code 55 · EIN 22-3570392 | Other Commissions | $12,532 |
SAGEPOINT FINANCIAL INC1 year Service code 55 · EIN 20-1741754 | Other Commissions | $8,339 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,336 | $118,101-94.6% | $106,387-94.0% | $75,289-91.6% |
| Participation rate | 86.4% | 81.4%+5.0pp | 77.5%+8.9pp | 72.4%+14.0pp |
| Annual return | -9.32% | -2.42%-6.9pp | 0.25%-9.6pp | -0.04%-9.3pp |
| Employer contribution / active EE | $3,746 | $2,880+30.0% | $3,520+6.4% | $2,405+55.7% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $5,421-100.0% | $3,739-100.0% |
| Admin fee / account holder | $54 | $85-36.0% | $7,510-99.3% | $102-47.2% |