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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,384 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,815 | $89,123-71.0% | $102,460-74.8% | $77,762-66.8% |
| Participation rate | 86.2% | 80.9%+5.3pp | 76.5%+9.7pp | 70.6%+15.6pp |
| Annual return | 15.94% | 25.05%-9.1pp | 29.47%-13.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,842 | $2,700-31.8% | $3,025-39.1% | $2,728-32.5% |
| Participant deferral / active EE | $2,413 | $5,148-53.1% | $5,056-52.3% | $4,651-48.1% |
| Admin fee / account holder | $86 | $236-63.5% | $9,460-99.1% | $433-80.1% |