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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $35,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50 |
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).
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 | $20,365 | $71,957-71.7% | $67,652-69.9% | $59,188-65.6% |
| Participation rate | 92.2% | 82.7%+9.6pp | 75.7%+16.6pp | 69.4%+22.8pp |
| Annual return | 0.46% | 8.53%-8.1pp | 6625.40%-6624.9pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,997 | $2,432-17.9% | $2,266-11.8% | $2,098-4.8% |
| Participant deferral / active EE | $2,612 | $4,211-38.0% | $3,560-26.6% | $3,265-20.0% |
| Admin fee / account holder | $7 | $64-88.4% | $4,821-99.8% | $92-91.9% |