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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $140,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,226 |
Service code 10 · EIN 83-0414789 | Accounting | $20,800 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,140 |
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 | $55,169 | $106,164-48.0% | $147,041-62.5% | $77,692-29.0% |
| Participation rate | 92.9% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 16.69% | 56.81%-40.1pp | 419.21%-402.5pp | 31.25%-14.6pp |
| Employer contribution / active EE | $3,165 | $4,066-22.2% | $4,935-35.9% | $2,726+16.1% |
| Participant deferral / active EE | $10,960 | $7,993+37.1% | $8,071+35.8% | $4,648+135.8% |
| Admin fee / account holder | $201 | $338-40.6% | $13,006-98.5% | $431-53.4% |