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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,951 | $76,407+33.4% | $150,298-32.2% | $82,448+23.7% |
| Participation rate | 98.9% | 66.4%+32.5pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 27.73% | 39.99%-12.3pp | 62.79%-35.1pp | 41.64%-13.9pp |
| Employer contribution / active EE | $7,399 | $2,614+183.1% | $4,154+78.1% | $2,551+190.1% |
| Participant deferral / active EE | $13,942 | $3,214+333.8% | $5,453+155.7% | $4,139+236.8% |
| Admin fee / account holder | $425 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |