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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP Service code 27 PO BOX 29779 · NEW YORK, NY 10087 | Advisory (Plan) | $52,620 |
GT REILLY & COMPANY2 years Service code 10 · EIN 04-2513210 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,625 |
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 | $113,284 | $69,305+63.5% | $82,312+37.6% | $69,634+62.7% |
| Participation rate | 94.0% | 80.3%+13.7pp | 76.9%+17.1pp | 70.7%+23.3pp |
| Annual return | 21.86% | 21.47%+0.4pp | 25.88%-4.0pp | 27572.26%-27550.4pp |
| Employer contribution / active EE | $2,372 | $1,887+25.7% | $2,428-2.3% | $2,032+16.7% |
| Participant deferral / active EE | $10,078 | $3,568+182.4% | $3,706+171.9% | $3,224+212.6% |
| Admin fee / account holder | $6 | $97-93.6% | $5,608-99.9% | $110-94.4% |