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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $27,510 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,388 |
ADP BROKER-DEALER9+ 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 | $88,477 | $71,523+23.7% | $98,461-10.1% | $71,511+23.7% |
| Participation rate | 92.7% | 72.7%+20.0pp | 75.2%+17.5pp | 67.9%+24.8pp |
| Annual return | 19.84% | 32.43%-12.6pp | 21.17%-1.3pp | 28.86%-9.0pp |
| Employer contribution / active EE | $1,626 | $2,399-32.2% | $3,049-46.7% | $2,589-37.2% |
| Participant deferral / active EE | $5,436 | $4,109+32.3% | $4,738+14.7% | $4,291+26.7% |
| Admin fee / account holder | $374 | $1,676-77.7% | $8,961-95.8% | $1,588-76.4% |