Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,797 |
MMA SECURITIES LLC5 years Service code 16 · EIN 22-3570392 | Consulting | $23,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,411 | $78,013-13.6% | $178,449-62.2% | $80,911-16.7% |
| Participation rate | 86.4% | 65.7%+20.7pp | 77.1%+9.3pp | 67.6%+18.7pp |
| Annual return | 10.15% | 18.07%-7.9pp | 27.09%-16.9pp | 35.63%-25.5pp |
| Employer contribution / active EE | $2,709 | $2,287+18.5% | $3,951-31.4% | $2,756-1.7% |
| Participant deferral / active EE | $5,021 | $4,408+13.9% | $6,277-20.0% | $4,297+16.8% |
| Admin fee / account holder | $476 | $7,166-93.4% | $10,362-95.4% | $6,935-93.1% |