Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $93,432 |
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,500 |
NEWBURG & COMPANY2+ years Service code 49 · EIN 04-2805993 | Other Services | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,980 | $60,165+42.9% | $74,184+15.9% | $55,167+55.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -11.14% | 10.00%-21.1pp | 17.74%-28.9pp | 169.23%-180.4pp |
| Employer contribution / active EE | $3,473 | $1,600+117.1% | $2,370+46.6% | $1,963+77.0% |
| Participant deferral / active EE | $4,073 | $2,973+37.0% | $3,550+14.7% | $3,054+33.4% |
| Admin fee / account holder | $450 | $419+7.4% | $5,586-91.9% | $504-10.7% |