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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 36-2668272 | Advisory (Plan) | $23,796 |
JULY BUSINESS SERVICES1 year Service code 64 · EIN 74-2715820 | Recordkeeping Fees | $20,702 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,731 | $79,428+14.2% | $106,548-14.8% | $79,386+14.3% |
| Participation rate | 70.9% | 74.1%-3.3pp | 76.1%-5.3pp | 70.7%+0.2pp |
| Annual return | 17.07% | 18.27%-1.2pp | 26.80%-9.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $356 | $2,234-84.0% | $2,819-87.4% | $2,427-85.3% |
| Participant deferral / active EE | $2,837 | $3,823-25.8% | $4,398-35.5% | $4,046-29.9% |
| Admin fee / account holder | $380 | $523-27.3% | $7,407-94.9% | $626-39.3% |