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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 36-2668272 | Advisory (Plan) | $28,211 |
JULY BUSINESS SERVICES4 years Service code 64 · EIN 74-2715820 | Recordkeeping Fees | $20,171 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,542 | $78,607+2.5% | $105,624-23.7% | $74,478+8.1% |
| Participation rate | 72.7% | 72.8%-0.1pp | 75.3%-2.5pp | 67.2%+5.5pp |
| Annual return | 16.67% | 15.96%+0.7pp | 116.20%-99.5pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $447 | $2,523-82.3% | $3,168-85.9% | $2,626-83.0% |
| Participant deferral / active EE | $3,310 | $4,325-23.5% | $5,013-34.0% | $4,350-23.9% |
| Admin fee / account holder | $367 | $2,220-83.5% | $10,961-96.7% | $1,946-81.2% |