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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,434 |
PENSION ASSURANCE LLP5 years Service code 10 · EIN 30-0840934 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,492 | $53,546+37.2% | $69,884+5.2% | $68,486+7.3% |
| Participation rate | 54.7% | 64.5%-9.9pp | 70.5%-15.8pp | 67.9%-13.2pp |
| Annual return | -18.68% | -13.87%-4.8pp | 190.81%-209.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,075 | $2,957-29.8% | $3,848-46.1% | $4,028-48.5% |
| Admin fee / account holder | $621 | $4,693-86.8% | $6,266-90.1% | $5,404-88.5% |