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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $56 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $253,784 | $164,447+54.3% | $100,530+152.4% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 79.4%-79.4pp | - |
| Annual return | 7.31% | 24.40%-17.1pp | 30.89%-23.6pp | - |
| Employer contribution / active EE | $0 | $2,075-100.0% | $3,418-100.0% | - |
| Participant deferral / active EE | $0 | $7,296-100.0% | $6,271-100.0% | - |
| Admin fee / account holder | $2,865 | $1,510+89.7% | $8,083-64.6% | - |