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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $18,985 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK RD · FREDERICKSBUG, VA 22401 | Contract Administrator | $8,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,896 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,881 | $91,439-47.6% | $135,974-64.8% | $71,511-33.0% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 17.27% | 29.90%-12.6pp | 68.30%-51.0pp | 28.86%-11.6pp |
| Employer contribution / active EE | $4,099 | $3,705+10.6% | $4,859-15.6% | $2,589+58.3% |
| Participant deferral / active EE | $7,660 | $7,093+8.0% | $7,760-1.3% | $4,291+78.5% |
| Admin fee / account holder | $181 | $1,267-85.7% | $10,767-98.3% | $1,588-88.6% |