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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $37,178 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,761 |
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.
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 | $42,155 | $45,022-6.4% | $85,240-50.5% | $200,096-78.9% |
| Participation rate | 6.7% | 45.8%-39.2pp | 67.5%-60.8pp | 72.0%-65.3pp |
| Annual return | 16.04% | 21.00%-5.0pp | 66.75%-50.7pp | 34.26%-18.2pp |
| Employer contribution / active EE | $63 | $1,374-95.4% | $2,735-97.7% | $3,038-97.9% |
| Participant deferral / active EE | $699 | $2,682-74.0% | $4,527-84.6% | $5,090-86.3% |
| Admin fee / account holder | $21 | $585-96.4% | $6,165-99.7% | $269-92.2% |