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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,000 |
THE BOSTONIAN GROUP1 year Service code 27 · EIN 04-2848081 | Advisory (Plan) | $5,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,308 | $36,916+41.7% | $156,551-66.6% | $57,658-9.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.29% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,968 | $1,926+209.9% | $4,871+22.5% | $3,061+95.0% |
| Admin fee / account holder | $72 | $82-13.2% | $13,028-99.5% | $95-24.3% |