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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $9,957 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $7,554 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,145 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,054 | $89,652-52.0% | $141,197-69.5% | $65,186-34.0% |
| Participation rate | 91.6% | 74.7%+16.9pp | 82.5%+9.1pp | 70.2%+21.4pp |
| Annual return | 26.12% | 32.79%-6.7pp | 71.41%-45.3pp | 29.39%-3.3pp |
| Employer contribution / active EE | $2,083 | $3,065-32.0% | $4,736-56.0% | $2,177-4.3% |
| Participant deferral / active EE | $6,912 | $5,691+21.5% | $6,710+3.0% | $3,514+96.7% |
| Admin fee / account holder | $128 | $569-77.4% | $10,265-98.7% | $847-84.8% |