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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $333,143 |
MMA SECURITIES LLC6 years Service code 16 · EIN 22-3570392 | Consulting | $116,912 |
MCCALL SCANLON & TICE, LLC6 years Service code 10 · EIN 26-2728289 | Accounting | $7,500 |
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 | $152,494 | $82,972+83.8% | $103,374+47.5% | $77,671+96.3% |
| Participation rate | 99.6% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 12.37% | 19.14%-6.8pp | 24.89%-12.5pp | 31.21%-18.8pp |
| Employer contribution / active EE | $8,307 | $3,554+133.7% | $3,869+114.7% | $2,726+204.7% |
| Participant deferral / active EE | $5,124 | $4,108+24.7% | $5,058+1.3% | $4,648+10.2% |
| Admin fee / account holder | $271 | $639-57.6% | $8,394-96.8% | $430-37.1% |