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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 28 · EIN 36-1436000 | Investment Management | $32,966 |
Filed as: BARBICH HOOPER KING DILL HOFF Service code 10 · EIN 93-3215332 | Accounting | $9,115 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,908 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,009 | $62,177+19.0% | $81,370-9.0% | $74,478-0.6% |
| Participation rate | 96.6% | 64.1%+32.6pp | 69.5%+27.1pp | 67.2%+29.4pp |
| Annual return | 16.67% | 16.62%+0.1pp | 24.85%-8.2pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $2,606 | $1,881+38.5% | $2,464+5.7% | $2,626-0.8% |
| Participant deferral / active EE | $4,811 | $3,219+49.4% | $3,885+23.8% | $4,350+10.6% |
| Admin fee / account holder | $242 | $1,927-87.4% | $5,749-95.8% | $1,946-87.5% |