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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,850 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,495 | $71,505-72.7% | $123,553-84.2% | $73,367-73.4% |
| Participation rate | 54.8% | 64.9%-10.1pp | 82.3%-27.5pp | 69.5%-14.7pp |
| Annual return | 2.28% | 6.94%-4.7pp | 119.21%-116.9pp | 173.45%-171.2pp |
| Employer contribution / active EE | $1,460 | $2,011-27.4% | $4,628-68.5% | $2,499-41.6% |
| Participant deferral / active EE | $3,013 | $4,928-38.8% | $6,426-53.1% | $4,033-25.3% |
| Admin fee / account holder | $7 | $66-89.1% | $9,284-99.9% | $68-89.4% |