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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,950 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $14,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,918 | $89,465-35.3% | $165,100-64.9% | $77,762-25.5% |
| Participation rate | 91.6% | 78.6%+13.0pp | 78.6%+13.0pp | 70.6%+21.0pp |
| Annual return | 14.10% | 28.86%-14.8pp | 70.21%-56.1pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,414 | $2,565-44.9% | $4,348-67.5% | $2,728-48.2% |
| Participant deferral / active EE | $5,308 | $4,904+8.2% | $6,035-12.1% | $4,651+14.1% |
| Admin fee / account holder | $186 | $340-45.2% | $12,696-98.5% | $433-57.0% |