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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $49,474 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,137 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,097 | $45,000-84.2% | $143,797-95.1% | $77,906-90.9% |
| Participation rate | 67.5% | 66.8%+0.7pp | 80.3%-12.8pp | 73.7%-6.2pp |
| Annual return | -16.63% | 29.03%-45.7pp | -0.04%-16.6pp | 12.16%-28.8pp |
| Employer contribution / active EE | $258 | $1,870-86.2% | $4,952-94.8% | $2,846-90.9% |
| Participant deferral / active EE | $1,214 | $3,157-61.5% | $5,638-78.5% | $4,805-74.7% |
| Admin fee / account holder | $72 | $98-26.9% | $14,679-99.5% | $133-45.7% |