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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $160,611 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $124,593 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,488 | $106,247-1.7% | $147,096-29.0% | $77,714+34.5% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.1pp |
| Annual return | 16.53% | 56.87%-40.3pp | 419.75%-403.2pp | 31.26%-14.7pp |
| Employer contribution / active EE | $4,446 | $4,069+9.3% | $4,936-9.9% | $2,727+63.0% |
| Participant deferral / active EE | $11,268 | $7,996+40.9% | $8,071+39.6% | $4,649+142.4% |
| Admin fee / account holder | $324 | $338-4.3% | $13,005-97.5% | $433-25.3% |