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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Acc... | $60,329 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP. Service code 16 P.O. BOX 27449 · NEW YORK, NY 10087 | Consulting | $39,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $311 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $24,500 | $37,039-33.9% | $147,617-83.4% | $59,188-58.6% |
| Participation rate | 96.4% | 63.8%+32.6pp | 84.6%+11.7pp | 69.4%+26.9pp |
| Annual return | 1.32% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,696 | $1,353+25.4% | $5,564-69.5% | $2,098-19.1% |
| Participant deferral / active EE | $3,301 | $2,094+57.7% | $4,895-32.6% | $3,265+1.1% |
| Admin fee / account holder | $37 | $60-38.5% | $11,612-99.7% | $92-59.8% |