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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,116 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $57,518 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $51,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,203 | $61,391-1.9% | $149,723-59.8% | $71,529-15.8% |
| Participation rate | 27.1% | 62.5%-35.4pp | 78.8%-51.7pp | 67.9%-40.8pp |
| Annual return | 14.24% | 35.88%-21.6pp | 134.50%-120.3pp | 28.97%-14.7pp |
| Employer contribution / active EE | $161 | $2,384-93.2% | $4,821-96.7% | $2,590-93.8% |
| Participant deferral / active EE | $4,167 | $2,921+42.7% | $5,682-26.7% | $4,291-2.9% |
| Admin fee / account holder | $317 | $1,264-74.9% | $13,215-97.6% | $1,588-80.1% |