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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES Service code 16 PO BOX 28405 · NEW YORK, NY 10087 | Consulting | $35,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,554 |
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 | $23,336 | $80,211-70.9% | $74,184-68.5% | $63,975-63.5% |
| Participation rate | 94.8% | 84.2%+10.6pp | 76.6%+18.2pp | 71.1%+23.7pp |
| Annual return | 15.49% | 14.13%+1.4pp | 17.74%-2.2pp | 48.65%-33.2pp |
| Employer contribution / active EE | $2,346 | $2,553-8.1% | $2,370-1.0% | $2,182+7.5% |
| Participant deferral / active EE | $3,036 | $4,370-30.5% | $3,550-14.5% | $3,356-9.6% |
| Admin fee / account holder | $8 | $67-88.4% | $5,586-99.9% | $70-88.9% |