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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $183,880 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP. Service code 16 P.O. BOX 27449 · NEW YORK, NY 10087 | Consulting | $36,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $245 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $29,121 | $37,213-21.7% | $156,551-81.4% | $63,975-54.5% |
| Participation rate | 95.8% | 65.0%+30.8pp | 84.0%+11.7pp | 71.1%+24.6pp |
| Annual return | 8.85% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,443 | $1,357+6.4% | $5,501-73.8% | $2,182-33.9% |
| Participant deferral / active EE | $3,388 | $2,070+63.7% | $4,871-30.4% | $3,356+1.0% |
| Admin fee / account holder | $117 | $56+107.8% | $13,028-99.1% | $70+66.2% |