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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,374 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,635 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $4,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $30,475 | $45,022-32.3% | $85,240-64.2% | $200,096-84.8% |
| Participation rate | 13.1% | 45.8%-32.8pp | 67.5%-54.5pp | 72.0%-58.9pp |
| Annual return | 11.21% | 21.00%-9.8pp | 66.75%-55.5pp | 34.26%-23.1pp |
| Employer contribution / active EE | $562 | $1,374-59.1% | $2,735-79.4% | $3,038-81.5% |
| Participant deferral / active EE | $918 | $2,682-65.8% | $4,527-79.7% | $5,090-82.0% |
| Admin fee / account holder | $205 | $585-64.9% | $6,165-96.7% | $269-23.7% |