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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,600 |
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 | $25,006 | $81,961-69.5% | $141,200-82.3% | $89,609-72.1% |
| Participation rate | 54.7% | 64.9%-10.2pp | 82.5%-27.8pp | 69.6%-14.9pp |
| Annual return | 44.15% | 36.14%+8.0pp | 71.41%-27.3pp | 33.65%+10.5pp |
| Employer contribution / active EE | $1,549 | $2,268-31.7% | $4,736-67.3% | $2,584-40.1% |
| Participant deferral / active EE | $3,280 | $5,316-38.3% | $6,710-51.1% | $4,222-22.3% |
| Admin fee / account holder | $5 | $68-92.3% | $10,265-99.9% | $72-92.7% |