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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $28,010 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,117 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $83,516 | $78,607+6.2% | $105,624-20.9% | $74,478+12.1% |
| Participation rate | 93.1% | 72.8%+20.3pp | 75.3%+17.9pp | 67.2%+25.9pp |
| Annual return | 11.32% | 15.96%-4.6pp | 116.20%-104.9pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,543 | $2,523-38.8% | $3,168-51.3% | $2,626-41.3% |
| Participant deferral / active EE | $5,619 | $4,325+29.9% | $5,013+12.1% | $4,350+29.2% |
| Admin fee / account holder | $364 | $2,220-83.6% | $10,961-96.7% | $1,946-81.3% |