Filed July 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,077 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $36,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,320 | $103,975-88.2% | $93,063-86.8% | $103,975-88.2% |
| Participation rate | 66.6% | 72.5%-5.9pp | 72.1%-5.5pp | 72.5%-5.9pp |
| Annual return | 22.05% | 19.41%+2.6pp | 34.15%-12.1pp | 19.41%+2.6pp |
| Employer contribution / active EE | $804 | $3,722-78.4% | $2,476-67.5% | $3,722-78.4% |
| Participant deferral / active EE | $1,398 | $5,343-73.8% | $3,958-64.7% | $5,343-73.8% |
| Admin fee / account holder | $64 | $332-80.6% | $6,033-98.9% | $332-80.6% |