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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,945 |
Service code 49 · EIN 41-0973005 | Other Services | $7,435 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,076 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,299 | $95,417-67.2% | $135,974-77.0% | $74,460-58.0% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 24.67% | 32.76%-8.1pp | 68.30%-43.6pp | 34.38%-9.7pp |
| Employer contribution / active EE | $3,624 | $3,878-6.5% | $4,859-25.4% | $2,638+37.4% |
| Participant deferral / active EE | $6,202 | $7,789-20.4% | $7,760-20.1% | $4,530+36.9% |
| Admin fee / account holder | $151 | $266-43.2% | $10,767-98.6% | $348-56.5% |