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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,077 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $5,507 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,782 | $56,287-73.7% | - | $56,287-73.7% |
| Participation rate | 58.7% | 69.9%-11.2pp | - | 69.9%-11.2pp |
| Annual return | 24.56% | -9.96%+34.5pp | - | -9.96%+34.5pp |
| Employer contribution / active EE | $1,453 | $2,111-31.2% | - | $2,111-31.2% |
| Participant deferral / active EE | $2,564 | $3,350-23.4% | - | $3,350-23.4% |
| Admin fee / account holder | $99 | $521-81.0% | - | $521-81.0% |