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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 27 PO BOX 29779 · NEW YORK, NY 10087 | Advisory (Plan) | $55,102 |
GT REILLY & COMPANY1 year Service code 16 · EIN 04-2513210 | Consulting | $23,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,006 |
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 | $114,146 | $63,905+78.6% | $74,184+53.9% | $57,661+98.0% |
| Participation rate | 92.7% | 79.8%+12.9pp | 76.6%+16.1pp | 70.2%+22.4pp |
| Annual return | 10.64% | 60.60%-50.0pp | 17.74%-7.1pp | 5.13%+5.5pp |
| Employer contribution / active EE | $2,203 | $1,840+19.7% | $2,370-7.1% | $1,974+11.6% |
| Participant deferral / active EE | $9,331 | $3,448+170.6% | $3,550+162.9% | $3,061+204.9% |
| Admin fee / account holder | $13 | $91-85.3% | $5,586-99.8% | $95-85.9% |