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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,524 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $49,899 |
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 | $36,937 | $34,492+7.1% | $80,004-53.8% | $55,191-33.1% |
| Participation rate | 73.2% | 62.9%+10.4pp | 73.0%+0.2pp | 69.2%+4.1pp |
| Annual return | 3.35% | 3.50%-0.1pp | 7.63%-4.3pp | 10.78%-7.4pp |
| Employer contribution / active EE | $2,206 | $1,043+111.5% | $2,473-10.8% | $1,899+16.2% |
| Participant deferral / active EE | $6,092 | $2,104+189.6% | $3,204+90.2% | $3,046+100.0% |
| Admin fee / account holder | $134 | $69+92.7% | $5,033-97.3% | $91+47.2% |