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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 | $78,562+6.3% | $105,608-20.9% | $74,429+12.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 75.3%+17.8pp | 67.2%+25.9pp |
| Annual return | 11.32% | 15.94%-4.6pp | 116.50%-105.2pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,543 | $2,521-38.8% | $3,167-51.3% | $2,625-41.2% |
| Participant deferral / active EE | $5,619 | $4,321+30.0% | $5,010+12.2% | $4,348+29.2% |
| Admin fee / account holder | $364 | $2,217-83.6% | $11,028-96.7% | $1,944-81.3% |