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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,925 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,022 | $89,438-18.4% | $164,928-55.7% | $77,692-6.0% |
| Participation rate | 94.1% | 78.6%+15.4pp | 78.6%+15.4pp | 70.6%+23.5pp |
| Annual return | 13.59% | 28.82%-15.2pp | 70.08%-56.5pp | 31.25%-17.7pp |
| Employer contribution / active EE | $1,558 | $2,567-39.3% | $4,343-64.1% | $2,726-42.8% |
| Participant deferral / active EE | $5,804 | $4,901+18.4% | $6,034-3.8% | $4,648+24.9% |
| Admin fee / account holder | $90 | $340-73.5% | $12,684-99.3% | $431-79.1% |